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Disclosery

Whipplewood Advisors, LLC: CEV position timeline

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

Whipplewood Advisors, LLC held 18,727 CEV 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 18,727 shares
    Change vs previous 13F +785 shares

    0.13% of the 13F portfolio, value $197,008.

    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 17,942 shares
    Change vs previous 13F +40 shares

    0.09% of the 13F portfolio, value $180,586.

    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 17,902 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $179,736.

    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 17,902 shares
    Change vs previous 13F +308 shares

    0.12% of the 13F portfolio, value $180,452.

    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 17,594 shares
    Change vs previous 13F -72,400 shares

    0.09% of the 13F portfolio, value $170,398.

    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 89,994 shares
    Change vs previous 13F +73,190 shares

    0.12% of the 13F portfolio, value $168,597.

    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 16,804 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $168,712.

    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).