Skip to content
Disclosery

WIPFLI FINANCIAL ADVISORS LLC,: HD position timeline

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

WIPFLI FINANCIAL ADVISORS LLC, held 19,080 HD 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 19,080 shares
    Change vs previous 13F +15,825 shares

    0.37% of the 13F portfolio, value $5,265,000.

    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 3,255 shares
    Change vs previous 13F -94 shares

    0.1% of the 13F portfolio, value $892,862.

    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 3,349 shares
    Change vs previous 13F +2,718 shares

    0.1% of the 13F portfolio, value $1,002,350.

    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 631 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $261,871.

    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).