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Whipplewood Advisors, LLC: TAFI position timeline

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

Whipplewood Advisors, LLC held 86,368 TAFI 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 86,368 shares
    Change vs previous 13F +7,578 shares

    1.47% of the 13F portfolio, value $2,178,201.

    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 78,790 shares
    Change vs previous 13F -2,382 shares

    1.03% of the 13F portfolio, value $1,983,932.

    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 81,172 shares
    Change vs previous 13F +616 shares

    1.31% of the 13F portfolio, value $2,046,346.

    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 80,556 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $2,041,289.

    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).