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Whipplewood Advisors, LLC: FDEM position timeline

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

Whipplewood Advisors, LLC held 13,674 FDEM 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 13,674 shares
    Change vs previous 13F -716 shares

    0.33% of the 13F portfolio, value $496,776.

    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 14,390 shares
    Change vs previous 13F -612 shares

    0.24% of the 13F portfolio, value $454,436.

    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 15,002 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $463,262.

    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).