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13F-HR filed by Whipplewood Advisors, LLC

Whipplewood Advisors, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 503 holding rows worth $155,633,698.

Accession
0002052510-26-000001
Filed
2026-02-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 503 entries on the cover page, a total value of $155,633,698 stated on the cover page (in dollars after the unit check, H1), rows summing to $155,633,698 with VALUE read as dollars as filed, 13F file number 028-24748. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
FORTREA HLDGS INC COMMON STOCK34965K107Stock4$69dollars as filed
RALLIANT CORP750940108COM1$51dollars as filed
F&G ANNUITIES & LIFE INC30190A104COMMON STOCK1$22dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002052510-26-000001this filing2026-02-17acceptance time not in the bulk data set