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Disclosery

Whipplewood Advisors, LLC: SPOT position timeline

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

Whipplewood Advisors, LLC held 22 SPOT 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 22 shares
    Change vs previous 13F -46 shares

    0.01% of the 13F portfolio, value $10,101.

    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 68 shares
    Change vs previous 13F +55 shares

    0.02% of the 13F portfolio, value $32,974.

    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 13 shares
    Change vs previous 13F +13 shares

    <0.01% of the 13F portfolio, value $7,549.

    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 0 shares
    Change vs previous 13F -518 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 518 shares
    Change vs previous 13F -59 shares

    0.22% of the 13F portfolio, value $397,483.

    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 577 shares
    Change vs previous 13F +279 shares

    0.19% of the 13F portfolio, value $270,614.

    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 298 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $133,320.

    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).