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Disclosery

Whelan Financial: VTI position timeline

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

Whelan Financial held 6,831 VTI 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 6,831 shares
    Change vs previous 13F -699 shares

    0.69% of the 13F portfolio, value $2,527,585.

    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 7,530 shares
    Change vs previous 13F +605 shares

    0.75% of the 13F portfolio, value $2,415,710.

    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 6,925 shares
    Change vs previous 13F -59 shares

    0.73% of the 13F portfolio, value $2,321,892.

    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 6,984 shares
    Change vs previous 13F -408 shares

    0.73% of the 13F portfolio, value $2,292,065.

    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 7,392 shares
    Change vs previous 13F +617 shares

    0.81% of the 13F portfolio, value $2,246,595.

    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 6,775 shares
    Change vs previous 13F -27 shares

    0.72% of the 13F portfolio, value $1,861,990.

    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 6,802 shares
    Change vs previous 13F +50 shares

    0.78% of the 13F portfolio, value $1,971,234.

    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 6,752 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,912,036.

    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).