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Disclosery

Whelan Financial: WM position timeline

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

Whelan Financial held 1,936 WM 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 1,936 shares
    Change vs previous 13F -49 shares

    0.12% of the 13F portfolio, value $431,496.

    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 1,985 shares
    Change vs previous 13F +66 shares

    0.14% of the 13F portfolio, value $456,133.

    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 1,919 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $421,623.

    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).