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Whipplewood Advisors, LLC: XPCQX position timeline

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

Whipplewood Advisors, LLC held 21,442 XPCQX 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 21,442 shares
    Change vs previous 13F +963 shares

    0.13% of the 13F portfolio, value $192,335.

    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 20,479 shares
    Change vs previous 13F +47 shares

    0.09% of the 13F portfolio, value $175,710.

    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 20,432 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $178,371.

    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 20,432 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $178,167.

    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).