Skip to content
Disclosery

Whipplewood Advisors, LLC: ALAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whipplewood Advisors, LLC on ALAI, newest first. How the timeline and the estimate are built.

Whipplewood Advisors, LLC held 6,157 ALAI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,157 shares
    Change vs previous 13F -44,399 shares

    0.19% of the 13F portfolio, value $281,005.

    13F-HR 0002052510-26-000003 filed by Whipplewood Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 50,556 shares
    Change vs previous 13F +1,926 shares

    0.87% of the 13F portfolio, value $1,670,370.

    13F-HR 0002052510-26-000002 filed by Whipplewood Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 48,630 shares
    Change vs previous 13F +7,654 shares

    1.13% of the 13F portfolio, value $1,756,029.

    13F-HR 0002052510-26-000001 filed by Whipplewood Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 40,976 shares
    Change vs previous 13F +1,574 shares

    1.01% of the 13F portfolio, value $1,536,600.

    13F-HR 0002052510-25-000006 filed by Whipplewood Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 39,402 shares
    Change vs previous 13F +39,302 shares

    0.67% of the 13F portfolio, value $1,215,548.

    13F-HR 0002052510-25-000003 filed by Whipplewood Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 100 shares
    Change vs previous 13F -10,752 shares

    0.18% of the 13F portfolio, value $248,484.

    13F-HR 0002052510-25-000002 filed by Whipplewood Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,852 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $284,648.

    13F-HR 0002052510-25-000001 filed by Whipplewood Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).