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Whipplewood Advisors, LLC: FNDF position timeline

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

Whipplewood Advisors, LLC held 50,512 FNDF 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 50,512 shares
    Change vs previous 13F -6,720 shares

    1.79% of the 13F portfolio, value $2,665,013.

    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 57,232 shares
    Change vs previous 13F -2,587 shares

    1.45% of the 13F portfolio, value $2,800,362.

    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 59,819 shares
    Change vs previous 13F -3,280 shares

    1.74% of the 13F portfolio, value $2,704,417.

    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 63,099 shares
    Change vs previous 13F +134 shares

    1.78% of the 13F portfolio, value $2,710,733.

    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 62,965 shares
    Change vs previous 13F +1,788 shares

    1.38% of the 13F portfolio, value $2,519,859.

    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 61,177 shares
    Change vs previous 13F -555 shares

    1.69% of the 13F portfolio, value $2,365,471.

    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 61,732 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $2,050,120.

    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).