Whelan Financial

SEC CIK: 0001894921
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

WM holding history

Waste Management 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.

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

Shares (Q2 2026): 1,936
Value: $431.5K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2025

Holdings of WM by Whelan Financial, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,936	$431.5K	0.1%	−49−2.5%	Reduced	Holders
Q1 2026	1,985	$456.1K	0.1%	+66+3.4%	Added	Holders
Q4 2025	1,919	$421.6K	0.1%	+1,919	New	Holders