Whipplewood Advisors, LLC
Position in SVOL — Simplify Volatility Premium ETF
CIK 2052510
LITTLETON, CO
All Filings in SVOL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SVOL | $87,422 | 5,699 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 SVOL | $97,177 | 5,534 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 SVOL | $93,600 | 5,200 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 SVOL | $91,232 | 4,961 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 SVOL | $363 | 20 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 SVOL | $93,887 | 4,516 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||