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Disclosery

Whelan Financial: VO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whelan Financial on VO, newest first. How the timeline and the estimate are built.

Whelan Financial held 196,652 VO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 196,652 shares
    Change vs previous 13F +148,007 shares

    4.31% of the 13F portfolio, value $15,844,235.

    13F-HR 0001894921-26-000004 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 48,645 shares
    Change vs previous 13F +2,071 shares

    4.34% of the 13F portfolio, value $13,969,759.

    13F-HR 0001894921-26-000002 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 46,574 shares
    Change vs previous 13F +482 shares

    4.22% of the 13F portfolio, value $13,516,738.

    13F-HR 0001894921-26-000001 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 46,092 shares
    Change vs previous 13F -1,201 shares

    4.29% of the 13F portfolio, value $13,539,042.

    13F-HR 0001894921-25-000006 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 47,293 shares
    Change vs previous 13F -146 shares

    4.79% of the 13F portfolio, value $13,233,880.

    13F-HR 0001894921-25-000003 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 47,439 shares
    Change vs previous 13F -521 shares

    4.77% of the 13F portfolio, value $12,268,661.

    13F-HR 0001894921-25-000002 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 47,960 shares
    Change vs previous 13F -476 shares

    4.98% of the 13F portfolio, value $12,667,569.

    13F-HR 0001894921-25-000001 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 48,436 shares
    Change vs previous 13F not available

    5.26% of the 13F portfolio, value $12,778,927.

    13F-HR 0001894921-24-000005 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).