Skip to content
Disclosery

Whipplewood Advisors, LLC: EOCT position timeline

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

Whipplewood Advisors, LLC held 1,301 EOCT 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 1,301 shares
    Change vs previous 13F -225 shares

    0.03% of the 13F portfolio, value $44,436.

    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 1,526 shares
    Change vs previous 13F -70 shares

    0.03% of the 13F portfolio, value $48,755.

    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 1,596 shares
    Change vs previous 13F -71 shares

    0.03% of the 13F portfolio, value $50,531.

    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 1,667 shares
    Change vs previous 13F +104 shares

    0.03% of the 13F portfolio, value $51,827.

    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 1,563 shares
    Change vs previous 13F +1,357 shares

    0.02% of the 13F portfolio, value $44,172.

    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 206 shares
    Change vs previous 13F -42,333 shares

    0.03% of the 13F portfolio, value $40,280.

    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 42,539 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,103,649.

    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).