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Whipplewood Advisors, LLC: VGM position timeline

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

Whipplewood Advisors, LLC held 69,481 VGM 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 69,481 shares
    Change vs previous 13F -927 shares

    0.5% of the 13F portfolio, value $736,499.

    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 70,408 shares
    Change vs previous 13F -752 shares

    0.36% of the 13F portfolio, value $694,927.

    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 71,160 shares
    Change vs previous 13F -340 shares

    0.47% of the 13F portfolio, value $737,929.

    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 71,500 shares
    Change vs previous 13F +6,042 shares

    0.48% of the 13F portfolio, value $723,580.

    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 65,458 shares
    Change vs previous 13F -38,969 shares

    0.34% of the 13F portfolio, value $621,196.

    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 104,427 shares
    Change vs previous 13F +39,010 shares

    0.46% of the 13F portfolio, value $647,659.

    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 65,417 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $660,712.

    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).