Position in FOUR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$340
+$34 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#346
of 356 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FOUR Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Whipplewood Advisors, LLC holds $1,042,971 across 17 Software - Infrastructure names. FOUR ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,199 | $820,270 | |
| 2 | ORCL |
Oracle Corp
|
1,268 | $185,825 | |
| 3 | NET |
Cloudflare, Inc.
|
29 | $7,113 | |
| 4 | CORZ |
Core Scientific, Inc./tx
|
221 | $5,655 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
37 | $4,316 | |
| 6 | PANW |
Palo Alto Networks Inc
|
12 | $4,092 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
72 | $3,434 | |
| 8 | NTAP |
NetApp, Inc.
|
22 | $3,404 |
All Filings in FOUR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $340 | 7 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $306 | 7 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $693 | 7 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $572 | 152 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $726 | 7 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||