Whelan Financial

Business address
7700 N. Palm Ave, Suite 201, Fresno, CA, 93711
Top securities (13F)
QQQM, SCHD, VB, VNQ, VTIP, VCSH, BND, VO, AAPL, NVDA, MSFT, IOO, META, AMZN, GOOG, IWY, LOW, VTI, SCHA, and BRKB
State of incorporation
CA
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Whelan Financial has filed 19 SEC EDGAR filings since 29 Nov 2021

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 29 Oct 2025 30 Sep 2025 028-21428
N-PX Open Document Open Filing 02 Sep 2025 30 Jun 2025 028-21428
13F-HR Open Document Open Filing 21 Jul 2025 30 Jun 2025 028-21428
13F-HR Open Document Open Filing 29 Apr 2025 31 Mar 2025 028-21428
13F-HR Open Document Open Filing 14 Feb 2025 31 Dec 2024 028-21428
13F-HR Open Document Open Filing 28 Oct 2024 30 Sep 2024 028-21428
N-PX Open Document Open Filing 30 Aug 2024 30 Jun 2024 028-21428
13F-HR Open Document Open Filing 29 Jul 2024 30 Jun 2024 028-21428
13F-HR Open Document Open Filing 19 Apr 2024 31 Mar 2024 028-21428
13F-HR Open Document Open Filing 18 Jan 2024 31 Dec 2023 028-21428
13F-HR Open Document Open Filing 23 Oct 2023 30 Sep 2023 028-21428
13F-HR Open Document Open Filing 19 Jul 2023 30 Jun 2023 028-21428
13F-HR Open Document Open Filing 22 May 2023 31 Mar 2023 028-21428
13F-HR Open Document Open Filing 17 Jan 2023 31 Dec 2022 028-21428
13F-HR Open Document Open Filing 18 Oct 2022 30 Sep 2022 028-21428
13F-HR Open Document Open Filing 18 Jul 2022 30 Jun 2022 028-21428
13F-HR Open Document Open Filing 19 Apr 2022 31 Mar 2022 028-21428
13F-HR Open Document Open Filing 19 Jan 2022 31 Dec 2021 028-21428
13F-HR Open Document Open Filing 29 Nov 2021 30 Sep 2021 028-21428