Position in ALLE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$842
-$29 QoQ
Shares Held
6
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#705
of 729 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALLE Over Time
Shares Held
Position Value (USD)
Position in Security & Protection Services
Industrials · as of Jun 30, 2026Whipplewood Advisors, LLC holds $842 across 1 Security & Protection Services name. ALLE ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALLE |
Allegion plc
This page
|
6 | $842 |
All Filings in ALLE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $842 | 6 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $871 | 6 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $864 | 6 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $1,695 | 13 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $784 | 6 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||