Position in IOT
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$665
+$169 QoQ
Shares Held
21
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IOT 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.
| # | 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 IOT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $665 | 21 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $496 | 14 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $43,478 | 1,093 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $9,313 | 243 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||