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Whipplewood Advisors, LLC: DFP position timeline

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

Whipplewood Advisors, LLC held 93,297 DFP 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 93,297 shares
    Change vs previous 13F -1,482 shares

    1.3% of the 13F portfolio, value $1,928,449.

    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 94,779 shares
    Change vs previous 13F -66 shares

    0.99% of the 13F portfolio, value $1,902,215.

    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 94,845 shares
    Change vs previous 13F -1,244 shares

    1.27% of the 13F portfolio, value $1,971,828.

    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 96,089 shares
    Change vs previous 13F +2,104 shares

    1.37% of the 13F portfolio, value $2,079,366.

    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 93,985 shares
    Change vs previous 13F +90,735 shares

    1.06% of the 13F portfolio, value $1,929,512.

    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 3,250 shares
    Change vs previous 13F -137,228 shares

    2.04% of the 13F portfolio, value $2,852,423.

    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 140,478 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $2,801,131.

    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).