Whelan Financial

SEC CIK: 0001894921
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

CDNS holding history

Cadence Design Systems Inc in every 13F filed by Whelan Financial, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CDNS overview All 13F holders of CDNS Full Q2 2026 holdings

Shares (Q2 2026): 743
Value: $278.9K
% of portfolio: 0.1%
Quarters held: 4; Since Q3 2025

Holdings of CDNS by Whelan Financial, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	743	$278.9K	0.1%	−28−3.6%	Reduced	Holders
Q1 2026	771	$214.2K	0.1%	+25+3.4%	Added	Holders
Q4 2025	746	$233.2K	0.1%	−127−14.5%	Reduced	Holders
Q3 2025	873	$306.6K	0.1%	+873	New	Holders