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WIPFLI FINANCIAL ADVISORS LLC,: AVDE position timeline

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

WIPFLI FINANCIAL ADVISORS LLC, held 1,807,780 AVDE 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 1,807,780 shares
    Change vs previous 13F +304,540 shares

    5.8% of the 13F portfolio, value $82,471,000.

    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 1,503,240 shares
    Change vs previous 13F +148,611 shares

    8.33% of the 13F portfolio, value $76,605,089.

    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 1,354,629 shares
    Change vs previous 13F +236,676 shares

    8.25% of the 13F portfolio, value $81,734,361.

    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).

  4. period ended2021-12-31
    13F 1,117,953 shares
    Change vs previous 13F +124,776 shares

    8.13% of the 13F portfolio, value $70,867,024.

    13F-HR 0001830600-22-000003 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).

  5. period ended2021-09-30
    13F 993,177 shares
    Change vs previous 13F +79,320 shares

    7.91% of the 13F portfolio, value $62,063,637.

    13F-HR 0001830600-21-000005 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).

  6. period ended2021-06-30
    13F 913,857 shares
    Change vs previous 13F not available

    8.14% of the 13F portfolio, value $57,636,967.

    13F-HR 0001830600-21-000004 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).