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WIPFLI FINANCIAL ADVISORS LLC,: DFAX position timeline

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

WIPFLI FINANCIAL ADVISORS LLC, held 70,589 DFAX 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 70,589 shares
    Change vs previous 13F +19,755 shares

    0.09% of the 13F portfolio, value $1,333,000.

    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 50,834 shares
    Change vs previous 13F -2,968 shares

    0.12% of the 13F portfolio, value $1,089,878.

    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 53,802 shares
    Change vs previous 13F +24,178 shares

    0.14% of the 13F portfolio, value $1,342,348.

    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 29,624 shares
    Change vs previous 13F -15,913 shares

    0.09% of the 13F portfolio, value $773,475.

    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 45,537 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,178,500.

    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).