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Whipplewood Advisors, LLC: NIM position timeline

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

Whipplewood Advisors, LLC held 151,035 NIM 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 151,035 shares
    Change vs previous 13F -2,241 shares

    0.96% of the 13F portfolio, value $1,422,750.

    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 153,276 shares
    Change vs previous 13F -2,320 shares

    0.75% of the 13F portfolio, value $1,448,458.

    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 155,596 shares
    Change vs previous 13F +2,424 shares

    0.93% of the 13F portfolio, value $1,448,599.

    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 153,172 shares
    Change vs previous 13F +6,376 shares

    0.93% of the 13F portfolio, value $1,418,373.

    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 146,796 shares
    Change vs previous 13F +77,497 shares

    0.73% of the 13F portfolio, value $1,329,972.

    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 69,299 shares
    Change vs previous 13F -78,590 shares

    0.98% of the 13F portfolio, value $1,374,122.

    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 147,889 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,288,113.

    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).