Skip to content
Disclosery

WIPFLI FINANCIAL ADVISORS LLC,: DFAC position timeline

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

WIPFLI FINANCIAL ADVISORS LLC, held 209,878 DFAC 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 209,878 shares
    Change vs previous 13F +6,734 shares

    0.33% of the 13F portfolio, value $4,668,000.

    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 203,144 shares
    Change vs previous 13F -6,220 shares

    0.51% of the 13F portfolio, value $4,733,251.

    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 209,364 shares
    Change vs previous 13F +10,218 shares

    0.58% of the 13F portfolio, value $5,774,253.

    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 199,146 shares
    Change vs previous 13F -29,574 shares

    0.66% of the 13F portfolio, value $5,769,265.

    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 228,720 shares
    Change vs previous 13F -4,309 shares

    0.77% of the 13F portfolio, value $6,077,084.

    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 233,029 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $6,287,117.

    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).