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Disclosery

WIPFLI FINANCIAL ADVISORS LLC,: DFAU position timeline

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

WIPFLI FINANCIAL ADVISORS LLC, held 121,583 DFAU 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 121,583 shares
    Change vs previous 13F -820,597 shares

    0.21% of the 13F portfolio, value $3,058,000.

    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 942,180 shares
    Change vs previous 13F +821,042 shares

    2.71% of the 13F portfolio, value $24,901,817.

    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 121,138 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,818,270.

    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).