Position in FTI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$6,497
-$6,775 QoQ
Shares Held
98
-49.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#745
of 813 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FTI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026Whipplewood Advisors, LLC holds $14,200 across 6 Oil & Gas Equipment & Services names. FTI ranks #1 (45.8% of the industry book) .
All Filings in FTI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,497 | 98 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $13,272 | 192 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $8,093 | 235 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $792 | 25 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $6,656 | 230 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||