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Whipplewood Advisors, LLC: BAB position timeline

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

Whipplewood Advisors, LLC held 28,096 BAB 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 28,096 shares
    Change vs previous 13F -1,637 shares

    0.51% of the 13F portfolio, value $754,097.

    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 29,733 shares
    Change vs previous 13F +178 shares

    0.42% of the 13F portfolio, value $801,602.

    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 29,555 shares
    Change vs previous 13F -183 shares

    0.52% of the 13F portfolio, value $803,896.

    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 29,738 shares
    Change vs previous 13F +255 shares

    0.53% of the 13F portfolio, value $811,550.

    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 29,483 shares
    Change vs previous 13F +24,762 shares

    0.43% of the 13F portfolio, value $782,184.

    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 4,721 shares
    Change vs previous 13F -22,960 shares

    0.55% of the 13F portfolio, value $763,822.

    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 27,681 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $723,858.

    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).