• 13F History

Whipplewood Advisors, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 10, 2025
Value $
$39.6M
Signature - Title
Ron New - CCO
Location
Littleton, CO
Summary
This page shows a list of all the recent 13F filings made by Whipplewood Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Whipplewood Advisors, LLC reported 1312 stock holdings with total value $39.6M as of Q1 2025. Top holdings included WEA, DFP, FNDF, MSD, and DSU.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 1,312 $39.6M $0 $0 WEA, DFP, FNDF, MSD, DSU 13F-HR 4/9/2025, 06:31 PM
Q4 2024 1,183 $176M $0 $0 JAAA, TSLA, AAPL, VEA, MSFT 13F-HR 2/4/2025, 06:39 PM