Skip to content
Disclosery

Whipplewood Advisors, LLC: NZF position timeline

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

Whipplewood Advisors, LLC held 45,158 NZF 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 45,158 shares
    Change vs previous 13F -1,225 shares

    0.39% of the 13F portfolio, value $572,603.

    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 46,383 shares
    Change vs previous 13F +361 shares

    0.29% of the 13F portfolio, value $564,945.

    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 46,022 shares
    Change vs previous 13F -120 shares

    0.37% of the 13F portfolio, value $578,957.

    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 46,142 shares
    Change vs previous 13F +3,481 shares

    0.38% of the 13F portfolio, value $579,544.

    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 42,661 shares
    Change vs previous 13F -25,813 shares

    0.28% of the 13F portfolio, value $508,519.

    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 68,474 shares
    Change vs previous 13F +25,497 shares

    0.37% of the 13F portfolio, value $518,552.

    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 42,977 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $523,030.

    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).