Position in SCI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$10,558
-$11,224 QoQ
Shares Held
139
-47.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#455
of 545 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCI Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Jun 30, 2026Whipplewood Advisors, LLC holds $11,184 across 2 Personal Services names. SCI ranks #1 (94.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCI |
Service Corp International
This page
|
139 | $10,558 | |
| 2 | ROL |
Rollins Inc
|
15 | $626 |
All Filings in SCI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,558 | 139 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $21,782 | 264 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $60,478 | 743 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $7,778 | 464 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $60,342 | 756 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||