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Disclosery

Whipplewood Advisors, LLC: MSCI position timeline

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

Whipplewood Advisors, LLC held 8 MSCI 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 shares
    Change vs previous 13F -65 shares

    <0.01% of the 13F portfolio, value $4,480.

    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 73 shares
    Change vs previous 13F +73 shares

    0.02% of the 13F portfolio, value $39,348.

    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 ended2025-09-30
    13F 0 shares
    Change vs previous 13F -113 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-06-30
    13F 113 shares
    Change vs previous 13F -33 shares

    0.04% of the 13F portfolio, value $65,172.

    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).

  5. period ended2025-03-31
    13F 146 shares
    Change vs previous 13F +21 shares

    0.05% of the 13F portfolio, value $66,165.

    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).

  6. period ended2024-12-31
    13F 125 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $75,001.

    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).