Skip to content
Disclosery

WIPFLI FINANCIAL ADVISORS LLC,: IBB position timeline

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

WIPFLI FINANCIAL ADVISORS LLC, held 2,083 IBB 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 2,083 shares
    Change vs previous 13F +2,083 shares

    0.02% of the 13F portfolio, value $244,000.

    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 ended2021-03-31
    13F 0 shares
    Change vs previous 13F -1,438 shares

    13F-HR 0001830600-21-000003 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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2020-12-31
    13F 1,438 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $217,874.

    13F-HR 0001830600-21-000001 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).