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Whipplewood Advisors, LLC: SFLR position timeline

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

Whipplewood Advisors, LLC held 3,086 SFLR 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 3,086 shares
    Change vs previous 13F -49,881 shares

    0.08% of the 13F portfolio, value $119,058.

    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 52,967 shares
    Change vs previous 13F -301 shares

    0.97% of the 13F portfolio, value $1,875,561.

    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 53,268 shares
    Change vs previous 13F +3,198 shares

    1.26% of the 13F portfolio, value $1,963,458.

    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 50,070 shares
    Change vs previous 13F -178 shares

    1.19% of the 13F portfolio, value $1,804,022.

    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 50,248 shares
    Change vs previous 13F +28,236 shares

    0.93% of the 13F portfolio, value $1,686,825.

    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 22,012 shares
    Change vs previous 13F -11,627 shares

    0.73% of the 13F portfolio, value $1,022,780.

    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 33,639 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,098,313.

    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).