Position in CW
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$4,086
+$667 QoQ
Shares Held
6
-14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CW Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Whipplewood Advisors, LLC holds $77,341 across 14 Aerospace & Defense names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LHX |
L3harris Technologies, Inc. /De/
|
44 | $12,785 | |
| 2 | GD |
General Dynamics Corp
|
34 | $12,044 | |
| 3 | RTX |
RTX Corp
|
56 | $10,624 | |
| 4 | GE |
General Electric Co
|
25 | $9,343 | |
| 5 | TDG |
TransDigm Group INC
|
7 | $9,324 | |
| 6 | NOC |
Northrop Grumman Corp /De/
|
17 | $8,658 | |
| 7 | RKLB |
Rocket Lab Corp
|
35 | $3,557 | |
| 8 | HEI |
Heico Corp
|
7 | $2,493 |
All Filings in CW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,086 | 6 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $3,419 | 7 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $1,904 | 100 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,129 | 6 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||