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Whipplewood Advisors, LLC: ARKK position timeline

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

Whipplewood Advisors, LLC held 5,726 ARKK 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 5,726 shares
    Change vs previous 13F -35,950 shares

    0.31% of the 13F portfolio, value $462,775.

    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 41,676 shares
    Change vs previous 13F -376 shares

    1.46% of the 13F portfolio, value $2,816,881.

    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 42,052 shares
    Change vs previous 13F +258 shares

    2.08% of the 13F portfolio, value $3,234,640.

    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 41,794 shares
    Change vs previous 13F -1,101 shares

    2.37% of the 13F portfolio, value $3,606,822.

    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 42,895 shares
    Change vs previous 13F +41,488 shares

    1.66% of the 13F portfolio, value $3,015,090.

    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 1,407 shares
    Change vs previous 13F -38,250 shares

    1.33% of the 13F portfolio, value $1,864,851.

    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 39,657 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $2,251,328.

    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).