Whipplewood Advisors, LLC
CIK
0002052510
City
LITTLETON
State / Country
CO
Holdings in SBI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $699,548 | 91,087 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $707,343 | 89,424 | Shares | Sole | 2025-11-06 |
| 2025-06-30 | $639,846 | 85,086 | Shares | Sole | 2025-07-31 |
| 2025-03-31 | $811 | 104 | Shares | Sole | 2025-04-10 |
| 2024-12-31 | $641,545 | 82,887 | Shares | Sole | 2025-02-05 |