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Whipplewood Advisors, LLC: VT position timeline

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

Whipplewood Advisors, LLC held 17,407 VT 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 17,407 shares
    Change vs previous 13F -834 shares

    1.84% of the 13F portfolio, value $2,732,029.

    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 18,241 shares
    Change vs previous 13F -6,348 shares

    1.31% of the 13F portfolio, value $2,523,095.

    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 24,589 shares
    Change vs previous 13F -216 shares

    2.23% of the 13F portfolio, value $3,468,524.

    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 24,805 shares
    Change vs previous 13F -3,014 shares

    2.25% of the 13F portfolio, value $3,418,129.

    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 27,819 shares
    Change vs previous 13F +21,163 shares

    1.96% of the 13F portfolio, value $3,575,298.

    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 6,656 shares
    Change vs previous 13F -19,702 shares

    2.24% of the 13F portfolio, value $3,143,520.

    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 26,358 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $3,096,538.

    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).