Position in MTN
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$205,312
-$7,168 QoQ
Shares Held
1,600
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MTN Over Time
Shares Held
Position Value (USD)
Position in Resorts & Casinos
Consumer Cyclical · as of Jun 30, 2026Whipplewood Advisors, LLC holds $2,343 across 1 Resorts & Casinos name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VAC |
MARRIOTT VACATIONS WORLDWIDE Corp
|
23 | $2,343 |
All Filings in MTN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $205,312 | 1,600 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $212,480 | 1,600 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $239,312 | 1,600 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $251,408 | 1,600 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $22,882 | 143 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $187,450 | 1,000 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||