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Whipplewood Advisors, LLC: VKI position timeline

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

Whipplewood Advisors, LLC held 112,493 VKI 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 112,493 shares
    Change vs previous 13F -1,091 shares

    0.72% of the 13F portfolio, value $1,066,434.

    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 113,584 shares
    Change vs previous 13F -393 shares

    0.51% of the 13F portfolio, value $983,637.

    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 113,977 shares
    Change vs previous 13F -802 shares

    0.67% of the 13F portfolio, value $1,039,470.

    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 114,779 shares
    Change vs previous 13F +5,968 shares

    0.66% of the 13F portfolio, value $1,006,612.

    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 108,811 shares
    Change vs previous 13F +32,407 shares

    0.5% of the 13F portfolio, value $910,748.

    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 76,404 shares
    Change vs previous 13F -29,341 shares

    0.64% of the 13F portfolio, value $891,807.

    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 105,745 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $924,211.

    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).