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WIPFLI FINANCIAL ADVISORS LLC,: DFIV position timeline

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

WIPFLI FINANCIAL ADVISORS LLC, held 1,228,456 DFIV 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 1,228,456 shares
    Change vs previous 13F -152,248 shares

    2.22% of the 13F portfolio, value $31,645,000.

    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 1,380,704 shares
    Change vs previous 13F -169,042 shares

    4.34% of the 13F portfolio, value $39,888,539.

    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 1,549,746 shares
    Change vs previous 13F -21,100 shares

    5.24% of the 13F portfolio, value $51,885,746.

    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 1,570,846 shares
    Change vs previous 13F -58,141 shares

    5.91% of the 13F portfolio, value $51,555,166.

    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 1,628,987 shares
    Change vs previous 13F not available

    6.81% of the 13F portfolio, value $53,431,181.

    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).