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WIPFLI FINANCIAL ADVISORS LLC,: IDEV position timeline

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

WIPFLI FINANCIAL ADVISORS LLC, held 3,092,869 IDEV 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 3,092,869 shares
    Change vs previous 13F +105,459 shares

    10.5% of the 13F portfolio, value $149,416,000.

    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 2,987,410 shares
    Change vs previous 13F +407,544 shares

    17.46% of the 13F portfolio, value $160,543,425.

    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 2,579,866 shares
    Change vs previous 13F +120,702 shares

    16.57% of the 13F portfolio, value $164,156,891.

    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 2,459,164 shares
    Change vs previous 13F +400,999 shares

    19.06% of the 13F portfolio, value $166,141,089.

    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 2,058,165 shares
    Change vs previous 13F +189,145 shares

    17.53% of the 13F portfolio, value $137,526,561.

    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).

  6. period ended2021-06-30
    13F 1,869,020 shares
    Change vs previous 13F not available

    17.8% of the 13F portfolio, value $126,065,374.

    13F-HR 0001830600-21-000004 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).