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Whipplewood Advisors, LLC: DSU position timeline

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

Whipplewood Advisors, LLC held 98,931 DSU 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 98,931 shares
    Change vs previous 13F -3,773 shares

    0.65% of the 13F portfolio, value $959,631.

    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 102,704 shares
    Change vs previous 13F +2,457 shares

    0.51% of the 13F portfolio, value $984,931.

    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 100,247 shares
    Change vs previous 13F +3,498 shares

    0.66% of the 13F portfolio, value $1,020,514.

    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 96,749 shares
    Change vs previous 13F +879 shares

    0.68% of the 13F portfolio, value $1,027,474.

    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 95,870 shares
    Change vs previous 13F +95,841 shares

    0.56% of the 13F portfolio, value $1,012,387.

    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 29 shares
    Change vs previous 13F -159,196 shares

    1.22% of the 13F portfolio, value $1,707,859.

    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 159,225 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,713,261.

    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).