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Whipplewood Advisors, LLC: GBDC position timeline

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

Whipplewood Advisors, LLC held 112,027 GBDC 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 112,027 shares
    Change vs previous 13F +27,987 shares

    0.97% of the 13F portfolio, value $1,442,908.

    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 84,040 shares
    Change vs previous 13F +5,245 shares

    0.55% of the 13F portfolio, value $1,063,946.

    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 78,795 shares
    Change vs previous 13F -25,267 shares

    0.69% of the 13F portfolio, value $1,069,248.

    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 104,062 shares
    Change vs previous 13F +36,913 shares

    0.94% of the 13F portfolio, value $1,424,609.

    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 67,149 shares
    Change vs previous 13F +66,698 shares

    0.54% of the 13F portfolio, value $983,733.

    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 451 shares
    Change vs previous 13F -55,988 shares

    0.61% of the 13F portfolio, value $859,119.

    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 56,439 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $855,615.

    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).