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WIPFLI FINANCIAL ADVISORS LLC,: AVUS position timeline

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

WIPFLI FINANCIAL ADVISORS LLC, held 2,256,772 AVUS 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 2,256,772 shares
    Change vs previous 13F +431,590 shares

    9.89% of the 13F portfolio, value $140,710,000.

    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 1,825,182 shares
    Change vs previous 13F -147,248 shares

    12.91% of the 13F portfolio, value $118,709,862.

    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 1,972,430 shares
    Change vs previous 13F +162,941 shares

    15.35% of the 13F portfolio, value $152,074,339.

    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 1,809,489 shares
    Change vs previous 13F +167,800 shares

    16.64% of the 13F portfolio, value $145,048,628.

    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 1,641,689 shares
    Change vs previous 13F +121,882 shares

    15.43% of the 13F portfolio, value $120,992,443.

    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 1,519,807 shares
    Change vs previous 13F not available

    15.93% of the 13F portfolio, value $112,784,913.

    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).