WIPFLI FINANCIAL ADVISORS LLC,: DGS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WIPFLI FINANCIAL ADVISORS LLC, on DGS, newest first. How the timeline and the estimate are built.
WIPFLI FINANCIAL ADVISORS LLC, held 97,707 DGS shares at 2022-09-30 per its 13F-HR filed 2022-10-26.
the latest 13F is the newest step
- period ended2022-09-3013F 97,707 sharesChange vs previous 13F +41,008 shares
0.27% of the 13F portfolio, value $3,891,000.
13F-HR 0001830600-22-000006 filed by WIPFLI FINANCIAL ADVISORS LLC,
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-06-3013F 56,699 sharesChange vs previous 13F -4,206 shares
0.28% of the 13F portfolio, value $2,531,058.
13F-HR 0001830600-22-000005 filed by WIPFLI FINANCIAL ADVISORS LLC,
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-03-3113F 60,905 sharesChange vs previous 13F not available
0.33% of the 13F portfolio, value $3,246,253.
13F-HR 0001830600-22-000004 filed by WIPFLI FINANCIAL ADVISORS LLC,
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).