Whipplewood Advisors, LLC
Holdings in WEA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,046,543 | 366,867 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $3,071,517 | 273,510 | Shares | Sole | 2025-11-06 |
| 2025-06-30 | $2,949,518 | 271,845 | Shares | Sole | 2025-07-31 |
| 2025-03-31 | $953,119 | 85,024 | Shares | Sole | 2025-04-10 |
| 2024-12-31 | $2,753,458 | 255,660 | Shares | Sole | 2025-02-05 |