First seen by DFX
Sep 12, 2026
date not stated
Sippican Capital Advisors named as in-care-of on Mary M B Wakefield Charitable Trust ($26,592,197 in assets)
First seen by DFX
Sep 12, 2026
date not stated
Sippican Capital Advisors: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (on the Form ADV roster (CRD 155188, RIA) with no family office signal on its own filing: a wealth adviser by Item 5.D, not an office)
Sippican Capital Advisors reported $146,128,539 across 107 13(f) positions for the quarter ended 2026-03-31
Sippican Capital Advisors increased Oracle Corp 7,134 -> 17,111 shares ($1,390,488 -> $2,517,199)
Sippican Capital Advisors increased Amazon.com Inc 5,633 -> 10,534 shares ($1,300,209 -> $2,193,916)
Sippican Capital Advisors exited Alpha Architect 1-3 Month Box (was $4,446,084, 38,628 shares)
Sippican Capital Advisors reported $155,628,653 across 113 13(f) positions for the quarter ended 2025-12-31
Sippican Capital Advisors reduced Citigroup Inc 27,815 -> 14,237 shares ($2,823,222 -> $1,661,316)
Sippican Capital Advisors increased Eagle Bancorp Inc MD 37,760 -> 98,680 shares ($763,507 -> $2,113,726)
Sippican Capital Advisors increased Goodyear Tire & Rubber Co 237,640 -> 316,130 shares ($1,777,547 -> $2,769,299)
Sippican Capital Advisors increased Alpha Architect 1-3 Month Box 17,638 -> 38,628 shares ($2,008,309 -> $4,446,084)
Sippican Capital Advisors reported $151,268,048 across 114 13(f) positions for the quarter ended 2025-09-30
Sippican Capital Advisors increased Alpha Architect 1-3 Month Box 3,189 -> 17,638 shares ($359,357 -> $2,008,309)
Sippican Capital Advisors reduced Veritex Holdings Inc 95,540 -> 26,655 shares ($2,493,594 -> $893,742)
Sippican Capital Advisors reported $137,666,701 across 112 13(f) positions for the quarter ended 2025-06-30
Sippican Capital Advisors increased Pfizer Inc 67,627 -> 92,912 shares ($1,713,668 -> $2,252,187)
Sippican Capital Advisors increased Triumph Financial Inc 42,111 -> 56,081 shares ($2,434,016 -> $3,090,624)
Sippican Capital Advisors reduced Alpha Architect 1-3 Month Box 18,683 -> 3,189 shares ($2,082,987 -> $359,357)
Sippican Capital Advisors reported $132,668,717 across 109 13(f) positions for the quarter ended 2025-03-31
Sippican Capital Advisors reduced Fidelity Tr 500 Index Ins Prem 15,699 -> 10,322 shares ($3,205,600 -> $2,017,528)
Sippican Capital Advisors increased Alpha Architect 1-3 Month Box 14,146 -> 18,683 shares ($1,560,054 -> $2,082,987)
Sippican Capital Advisors reported $137,250,769 across 112 13(f) positions for the quarter ended 2024-12-31