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WIPFLI FINANCIAL ADVISORS LLC,: DFAT position timeline

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

WIPFLI FINANCIAL ADVISORS LLC, held 1,362,995 DFAT 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 1,362,995 shares
    Change vs previous 13F -158,208 shares

    3.73% of the 13F portfolio, value $53,116,000.

    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 1,521,203 shares
    Change vs previous 13F +290,017 shares

    6.65% of the 13F portfolio, value $61,182,792.

    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 1,231,186 shares
    Change vs previous 13F -17,957 shares

    5.79% of the 13F portfolio, value $57,348,643.

    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 1,249,143 shares
    Change vs previous 13F -51,600 shares

    6.81% of the 13F portfolio, value $59,359,270.

    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 1,300,743 shares
    Change vs previous 13F -55,526 shares

    7.36% of the 13F portfolio, value $57,752,975.

    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 1,356,269 shares
    Change vs previous 13F not available

    8.58% of the 13F portfolio, value $60,765,335.

    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).