Skip to content
Disclosery

Whipplewood Advisors, LLC: OCTH position timeline

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

Whipplewood Advisors, LLC held 32,539 OCTH 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 32,539 shares
    Change vs previous 13F +505 shares

    0.53% of the 13F portfolio, value $780,773.

    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 32,034 shares
    Change vs previous 13F +391 shares

    0.39% of the 13F portfolio, value $752,168.

    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 31,643 shares
    Change vs previous 13F +815 shares

    0.49% of the 13F portfolio, value $757,688.

    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 30,828 shares
    Change vs previous 13F +1,058 shares

    0.49% of the 13F portfolio, value $741,413.

    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 29,770 shares
    Change vs previous 13F +1,048 shares

    0.39% of the 13F portfolio, value $712,429.

    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 28,722 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $710,717.

    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).