Whipplewood Advisors, LLC
Holdings in IIM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,022,017 | 82,956 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,051,865 | 83,814 | Shares | Sole | 2025-11-06 |
| 2025-06-30 | $890,017 | 76,462 | Shares | Sole | 2025-07-31 |
| 2025-03-31 | $2,765 | 231 | Shares | Sole | 2025-04-10 |
| 2024-12-31 | $899,145 | 75,622 | Shares | Sole | 2025-02-05 |