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WIPFLI FINANCIAL ADVISORS LLC,: IJR position timeline

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

WIPFLI FINANCIAL ADVISORS LLC, held 373,166 IJR 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 373,166 shares
    Change vs previous 13F +44,067 shares

    2.29% of the 13F portfolio, value $32,536,000.

    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 329,099 shares
    Change vs previous 13F +24,431 shares

    3.31% of the 13F portfolio, value $30,412,059.

    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 304,668 shares
    Change vs previous 13F +24,557 shares

    3.32% of the 13F portfolio, value $32,867,530.

    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 280,111 shares
    Change vs previous 13F +29,205 shares

    3.68% of the 13F portfolio, value $32,075,552.

    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 250,906 shares
    Change vs previous 13F +16,791 shares

    3.49% of the 13F portfolio, value $27,396,387.

    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 234,115 shares
    Change vs previous 13F +232,156 shares

    3.74% of the 13F portfolio, value $26,450,366.

    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).

  7. period ended2021-03-31
    13F 1,959 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $212,610.

    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).