Whelan Financial

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Fresno, CA
CIK
0001894921
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 30 180,301 13F-HR 5/22/2023 000189492123000003 Whelan Financial
Q4 2022 28 165,702 13F-HR 1/17/2023 000189492123000001 Whelan Financial
Q3 2022 28 145,430 13F-HR 10/17/2022 000189492122000004 Whelan Financial
Q2 2022 22 147,856 13F-HR 7/18/2022 000189492122000003 Whelan Financial
Q1 2022 22 162,365 13F-HR 4/19/2022 000189492122000002 Whelan Financial
Q4 2021 19 161,118 13F-HR 1/19/2022 000189492122000001 Whelan Financial
Q3 2021 16 109,390 13F-HR 11/29/2021 000189492121000003 Whelan Financial