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Whipplewood Advisors, LLC: PIE position timeline

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

Whipplewood Advisors, LLC held 505 PIE 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 505 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $16,865.

    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 505 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $13,145.

    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 505 shares
    Change vs previous 13F -19,875 shares

    0.01% of the 13F portfolio, value $11,937.

    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 20,380 shares
    Change vs previous 13F -115 shares

    0.33% of the 13F portfolio, value $497,262.

    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 20,495 shares
    Change vs previous 13F +20,330 shares

    0.24% of the 13F portfolio, value $429,165.

    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 165 shares
    Change vs previous 13F -18,666 shares

    0.27% of the 13F portfolio, value $372,508.

    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 18,831 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $361,932.

    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).