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Disclosery

WIPFLI FINANCIAL ADVISORS LLC,: BRK-B position timeline

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

WIPFLI FINANCIAL ADVISORS LLC, held 2,134 BRK-B 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 2,134 shares
    Change vs previous 13F +123 shares

    0.04% of the 13F portfolio, value $570,000.

    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 2,011 shares
    Change vs previous 13F -116 shares

    0.06% of the 13F portfolio, value $549,043.

    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 2,127 shares
    Change vs previous 13F +296 shares

    0.08% of the 13F portfolio, value $750,640.

    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 1,831 shares
    Change vs previous 13F +135 shares

    0.06% of the 13F portfolio, value $547,469.

    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 1,696 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $462,906.

    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 1,696 shares
    Change vs previous 13F -48 shares

    0.07% of the 13F portfolio, value $471,352.

    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).

  7. period ended2021-03-31
    13F 1,744 shares
    Change vs previous 13F -1,092 shares

    0.24% of the 13F portfolio, value $445,540.

    13F-HR 0001830600-21-000003 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).

  8. period ended2020-12-31
    13F 2,836 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $657,583.

    13F-HR 0001830600-21-000001 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).