Position in U
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$614
-$6,646 QoQ
Shares Held
28
-90.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
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 U Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Whipplewood Advisors, LLC holds $183,848 across 20 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
549 | $112,555 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
34 | $12,760 | |
| 3 | DDOG |
Datadog, Inc.
|
43 | $11,195 | |
| 4 | NOW |
ServiceNow, Inc.
|
111 | $11,020 | |
| 5 | SAP |
Sap SE
|
66 | $10,171 | |
| 6 | ADP |
Automatic Data Processing Inc
|
32 | $7,166 | |
| 7 | UBER |
Uber Technologies, Inc
|
47 | $3,391 | |
| 8 | SHOP |
Shopify Inc.
|
28 | $3,197 |
All Filings in U
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $614 | 28 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $7,260 | 300 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $548 | 28 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $40,019 | 1,781 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||