Skip to content
Disclosery

Whipplewood Advisors, LLC: MMD position timeline

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

Whipplewood Advisors, LLC held 50,902 MMD 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 50,902 shares
    Change vs previous 13F +2,090 shares

    0.53% of the 13F portfolio, value $788,981.

    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 48,812 shares
    Change vs previous 13F -960 shares

    0.38% of the 13F portfolio, value $724,858.

    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 49,772 shares
    Change vs previous 13F +201 shares

    0.48% of the 13F portfolio, value $740,110.

    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 49,571 shares
    Change vs previous 13F +1,189 shares

    0.49% of the 13F portfolio, value $750,009.

    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 48,382 shares
    Change vs previous 13F +48,154 shares

    0.39% of the 13F portfolio, value $715,570.

    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 228 shares
    Change vs previous 13F -29,697 shares

    0.33% of the 13F portfolio, value $463,484.

    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 29,925 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $446,780.

    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).