Whipplewood Advisors, LLC
CIK
0002052510
City
LITTLETON
State / Country
CO
Holdings in DFP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,971,827 | 94,845 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $2,079,365 | 96,089 | Shares | Sole | 2025-11-06 |
| 2025-06-30 | $1,929,512 | 93,985 | Shares | Sole | 2025-07-31 |
| 2025-03-31 | $65,780 | 3,250 | Shares | Sole | 2025-04-10 |
| 2024-12-31 | $2,801,131 | 140,478 | Shares | Sole | 2025-02-05 |