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Whipplewood Advisors, LLC: JPRE position timeline

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

Whipplewood Advisors, LLC held 8,870 JPRE 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 8,870 shares
    Change vs previous 13F -1,694 shares

    0.31% of the 13F portfolio, value $462,837.

    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 10,564 shares
    Change vs previous 13F -110 shares

    0.26% of the 13F portfolio, value $507,811.

    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 10,674 shares
    Change vs previous 13F +2,553 shares

    0.32% of the 13F portfolio, value $498,583.

    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 8,121 shares
    Change vs previous 13F -70 shares

    0.26% of the 13F portfolio, value $389,240.

    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 8,191 shares
    Change vs previous 13F +4,758 shares

    0.21% of the 13F portfolio, value $390,219.

    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 3,433 shares
    Change vs previous 13F -4,262 shares

    0.28% of the 13F portfolio, value $395,626.

    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 7,695 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $363,820.

    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).