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Whipplewood Advisors, LLC: SEIQ position timeline

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

Whipplewood Advisors, LLC held 2,100 SEIQ 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 2,100 shares
    Change vs previous 13F -811 shares

    0.06% of the 13F portfolio, value $82,761.

    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 2,911 shares
    Change vs previous 13F +1,592 shares

    0.06% of the 13F portfolio, value $105,990.

    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 1,319 shares
    Change vs previous 13F +89 shares

    0.03% of the 13F portfolio, value $51,349.

    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 1,230 shares
    Change vs previous 13F -4,258 shares

    0.03% of the 13F portfolio, value $47,576.

    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 5,488 shares
    Change vs previous 13F -2,850 shares

    0.11% of the 13F portfolio, value $204,043.

    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 8,338 shares
    Change vs previous 13F +2,874 shares

    0.13% of the 13F portfolio, value $187,486.

    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 5,464 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $190,912.

    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).