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Disclosery

WIPFLI FINANCIAL ADVISORS LLC,: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WIPFLI FINANCIAL ADVISORS LLC, on AGG, newest first. How the timeline and the estimate are built.

WIPFLI FINANCIAL ADVISORS LLC, held 76,623 AGG shares at 2022-09-30 per its 13F-HR filed 2022-10-26.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 76,623 shares
    Change vs previous 13F +28,467 shares

    0.52% of the 13F portfolio, value $7,382,000.

    13F-HR 0001830600-22-000006 filed by WIPFLI FINANCIAL ADVISORS LLC,
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-06-30
    13F 48,156 shares
    Change vs previous 13F -128 shares

    0.53% of the 13F portfolio, value $4,896,534.

    13F-HR 0001830600-22-000005 filed by WIPFLI FINANCIAL ADVISORS LLC,
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-03-31
    13F 48,284 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $5,171,267.

    13F-HR 0001830600-22-000004 filed by WIPFLI FINANCIAL ADVISORS LLC,
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).