Entity type
Company
Filer Snapshot
Whetstone Capital Advisors, LLC
CIK 0001607278. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total filings
64
Latest filing
15 May 2026
Industry
n/a
Filing-backed research brief
Start with the SEC data that changes for this CIK
Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.
Latest 13F portfolio
$265.81M
54 holdings for Q1 2026
Open portfolioLargest parsed holding
NET
$60.46M reported value
Open holding13D/G large stake
SERA
31 Mar 2026 · 8.6% ownership
Open 13D/GInsider / owner context
BLZE
11 Nov 2021 · $5.69M
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Source: SEC Form 13F
View Source Filing
13F-HR filed on 15 May 2026 for CIK 0001607278.
- Ownership evidence
-
- Filing families stay separate so 13F portfolio value, 13D/G large stakes, and Forms 3/4/5 owner positions are not blended into one misleading total.
- Use the linked research paths below to verify each signal against its original SEC filing.
Latest 13F value
$265.81M
Reported market value from the latest parsed Form 13F portfolio.
Owner filing value
$5.69M
Estimated from parsed Forms 3/4/5 when the filing discloses enough data.
Leading 13F symbols
NET, DAVE, GOOG, AMZN
Largest visible symbols from the latest parsed Form 13F information table.
Portfolio positions
Top parsed positions across ownership filing types.
BLZE13F holdings
Top symbols from the latest parsed Form 13F information table.
NET DAVE GOOG AMZN OPRX TOST PHR XYZ+12 more
RPAY SERA KLAR XZO HCAT BLZE WLTH LPRO COIN ETOR REAX HOODSchedule 13D holdings
Large-stake holdings reported on parsed Schedule 13D filings.
OPRX HCATSchedule 13G holdings
Large-stake holdings reported on parsed Schedule 13G filings.
HCAT SERA LPRO BODI - Address
- 2001 Shawnee Mission Parkway, Shawnee Mission, KS, 66205
- Incorporated in
- KS
- Fiscal year-end
- 13 December
SEC ownership signals
1 fact
Identity
1 fact
SEC filing record
2 facts
Filer intelligence
What SEC filings say about Whetstone Capital Advisors, LLC
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $265.81M across 54 reported holdings for Q1 2026.
- Largest parsed 13F holding: NET at $60.46M.
- 5 recent 13D/G stake rows found; top row is SERA at 8.6% ownership.
- Forms 3/4/5 show insider context for BLZE worth $5.69M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
Top 5 concentration
61%
Share of latest parsed 13F value represented by the visible holdings below.
Top 5 reported value
$162.38M
Compared with $265.81M total 13F value.
Top 5 net change
-$11.69M
Position-value change inside the visible top holdings only.
13F concentration map
A simple visual split of the latest parsed 13F portfolio.
Largest add: PHR · Largest trim: DAVE
NET
DAVE
GOOG
AMZN
OPRX
Other holdings
13D/G large-stake context
SERA
31 Mar 2026 · Class A Common Stock, par value $0.0001 per share
LPRO
31 Mar 2026 · Common Stock, par value $0.01 per share
BODI
31 Mar 2026 · Class A Common Stock, par value $0.0001 per share
HCAT
17 Feb 2026 · Common Stock, par value $0.001 per share
Forms 3/4/5 insider context
BLZE
11 Nov 2021 · 10% owner
Latest update
What changed recently for Whetstone Capital Advisors, LLC
Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
15 May 2026
Page type
Filer profile
Latest period
Q1 2026
Institutional portfolio context was refreshed from a 13F filing filed on 15 May 2026.
Benchmark Context
Benchmark context for this company
Whetstone Capital Advisors, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
SEC filing record
CIK 0001607278 filing coverage
Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.
SEC filings
64
First seen
13 May 2014
Latest filing
15 May 2026
Entity
Company
Observed form types
13F-HR
SCHEDULE 13D
SCHEDULE 13D/A
SCHEDULE 13G
SCHEDULE 13G/A
Latest Filings
Showing the latest 12 of 64 SEC filings for Whetstone Capital Advisors, LLC.
13F-HR
13F-HR filing
- Filing date
- 15 May 2026
- Reporting date
- 31 Mar 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
SCHEDULE 13G/A
SCHEDULE 13G/A filing
- Filing date
- 01 May 2026
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
SCHEDULE 13G/A
SCHEDULE 13G/A filing
- Filing date
- 01 May 2026
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
SCHEDULE 13G/A
SCHEDULE 13G/A filing
- Filing date
- 01 May 2026
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
SCHEDULE 13D/A
SCHEDULE 13D/A filing
- Filing date
- 18 Feb 2026
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 13 Feb 2026
- Reporting date
- 31 Dec 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
SCHEDULE 13D
SCHEDULE 13D filing
- Filing date
- 21 Jan 2026
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
SCHEDULE 13G
SCHEDULE 13G filing
- Filing date
- 16 Jan 2026
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
SCHEDULE 13G/A
SCHEDULE 13G/A filing
- Filing date
- 16 Jan 2026
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
SCHEDULE 13G/A
SCHEDULE 13G/A filing
- Filing date
- 16 Jan 2026
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
SCHEDULE 13G/A
SCHEDULE 13G/A filing
- Filing date
- 14 Jan 2026
- Reporting date
- Not listed
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
13F-HR filing
- Filing date
- 14 Nov 2025
- Reporting date
- 30 Sep 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing