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Whipplewood Advisors, LLC: ARCC position timeline

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

Whipplewood Advisors, LLC held 177,662 ARCC 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 177,662 shares
    Change vs previous 13F +49,054 shares

    2.22% of the 13F portfolio, value $3,292,077.

    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 128,608 shares
    Change vs previous 13F +16,118 shares

    1.2% of the 13F portfolio, value $2,317,516.

    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 112,490 shares
    Change vs previous 13F +39,382 shares

    1.46% of the 13F portfolio, value $2,275,673.

    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 73,108 shares
    Change vs previous 13F +31,640 shares

    0.98% of the 13F portfolio, value $1,492,134.

    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 41,468 shares
    Change vs previous 13F +41,464 shares

    0.5% of the 13F portfolio, value $910,637.

    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 4 shares
    Change vs previous 13F -8,711 shares

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

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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

  7. period ended2024-12-31
    13F 8,715 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $190,771.

    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).