Position in KEYS
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$9,600
+$3,538 QoQ
Shares Held
34
-8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KEYS Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Whipplewood Advisors, LLC holds $13,017 across 1 Scientific & Technical Instruments name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHR |
Coherent Corp.
|
33 | $13,017 |
All Filings in KEYS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,600 | 34 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $6,062 | 37 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $2,995 | 20 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $5,943 | 37 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||