Whipplewood Advisors, LLC

Position in PUK — Prudential PLC

CIK 2052510 LITTLETON, CO

Position in PUK

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,807

-$8,218 QoQ

Shares Held

142

-66.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#227

of 278 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Whipplewood Advisors, LLC holds $19,824 across 7 Insurance - Life names. PUK ranks #2 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNM	Unum Group	65	$5,811
2	PUK	Prudential PLC This page	142	$3,807
3	AFL	Aflac Inc	31	$3,634
4	GL	Globe Life Inc.	13	$2,322
5	PRU	Prudential Financial Inc	21	$2,266
6	PRI	Primerica, Inc.	4	$1,136
7	LNC	Lincoln National Corp	24	$848

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,807	142	-66.4%	Shares	Sole	2026-07-27
2026-03-31	$12,025	423	+2921.4%	Shares	Sole	2026-04-30
2025-12-31	$435	14	-99.0%	Shares	Sole	2026-02-17
2025-06-30	$36,753	1,469	+34.5%	Shares	Other	2025-07-31
2025-03-31	$8,858	1,092	-42.4%	Shares	Sole	2025-04-10
2024-12-31	$30,220	1,896	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.