Skip to content
Disclosery

WIPFLI FINANCIAL ADVISORS LLC,: AVDV position timeline

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

WIPFLI FINANCIAL ADVISORS LLC, held 1,186,990 AVDV 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 1,186,990 shares
    Change vs previous 13F +137,117 shares

    3.96% of the 13F portfolio, value $56,382,000.

    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 1,049,873 shares
    Change vs previous 13F +6,605 shares

    6.02% of the 13F portfolio, value $55,391,299.

    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 1,043,268 shares
    Change vs previous 13F +84,068 shares

    6.59% of the 13F portfolio, value $65,287,732.

    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 959,200 shares
    Change vs previous 13F +99,160 shares

    7.1% of the 13F portfolio, value $61,916,344.

    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 860,040 shares
    Change vs previous 13F +81,343 shares

    7.08% of the 13F portfolio, value $55,567,162.

    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 778,697 shares
    Change vs previous 13F not available

    7.12% of the 13F portfolio, value $50,405,034.

    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).