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Whipplewood Advisors, LLC: MSD position timeline

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

Whipplewood Advisors, LLC held 69,383 MSD 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 69,383 shares
    Change vs previous 13F -145,403 shares

    0.34% of the 13F portfolio, value $506,496.

    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 214,786 shares
    Change vs previous 13F +1,078 shares

    0.78% of the 13F portfolio, value $1,507,798.

    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 213,708 shares
    Change vs previous 13F +6,939 shares

    1.01% of the 13F portfolio, value $1,579,302.

    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 206,769 shares
    Change vs previous 13F +12,391 shares

    1% of the 13F portfolio, value $1,523,888.

    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 194,378 shares
    Change vs previous 13F +194,360 shares

    0.83% of the 13F portfolio, value $1,502,542.

    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 18 shares
    Change vs previous 13F -283,891 shares

    1.62% of the 13F portfolio, value $2,262,758.

    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 283,909 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $2,186,099.

    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).