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Disclosery

WIPFLI FINANCIAL ADVISORS LLC,: DFAE position timeline

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

WIPFLI FINANCIAL ADVISORS LLC, held 1,094,471 DFAE 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 1,094,471 shares
    Change vs previous 13F +638,424 shares

    1.55% of the 13F portfolio, value $21,988,000.

    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 456,047 shares
    Change vs previous 13F +17,989 shares

    1.15% of the 13F portfolio, value $10,562,040.

    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 438,058 shares
    Change vs previous 13F +404,303 shares

    1.16% of the 13F portfolio, value $11,494,644.

    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 33,755 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $923,537.

    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).