Skip to content
Disclosery

Whipplewood Advisors, LLC: JEPQ position timeline

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

Whipplewood Advisors, LLC held 24,815 JEPQ 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 24,815 shares
    Change vs previous 13F -20,480 shares

    1.03% of the 13F portfolio, value $1,525,130.

    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 45,295 shares
    Change vs previous 13F -673 shares

    1.31% of the 13F portfolio, value $2,514,778.

    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 45,968 shares
    Change vs previous 13F +7,075 shares

    1.72% of the 13F portfolio, value $2,671,660.

    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 38,893 shares
    Change vs previous 13F -908 shares

    1.47% of the 13F portfolio, value $2,237,125.

    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 39,801 shares
    Change vs previous 13F +36,928 shares

    1.19% of the 13F portfolio, value $2,165,174.

    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 2,873 shares
    Change vs previous 13F -34,512 shares

    1.42% of the 13F portfolio, value $1,995,135.

    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 37,385 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $2,107,766.

    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).