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Whipplewood Advisors, LLC: WEA position timeline

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

Whipplewood Advisors, LLC held 357,034 WEA 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 357,034 shares
    Change vs previous 13F -12,954 shares

    2.56% of the 13F portfolio, value $3,802,412.

    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 369,988 shares
    Change vs previous 13F +3,121 shares

    2.03% of the 13F portfolio, value $3,914,473.

    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 366,867 shares
    Change vs previous 13F +93,357 shares

    2.6% of the 13F portfolio, value $4,046,543.

    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 273,510 shares
    Change vs previous 13F +1,665 shares

    2.02% of the 13F portfolio, value $3,071,517.

    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 271,845 shares
    Change vs previous 13F +186,821 shares

    1.62% of the 13F portfolio, value $2,949,518.

    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 85,024 shares
    Change vs previous 13F -170,636 shares

    2.09% of the 13F portfolio, value $2,933,366.

    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 255,660 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $2,753,458.

    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).