Skip to content
Disclosery

WIPFLI FINANCIAL ADVISORS LLC,: IVV position timeline

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

WIPFLI FINANCIAL ADVISORS LLC, held 21,565 IVV 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 21,565 shares
    Change vs previous 13F +16,883 shares

    0.54% of the 13F portfolio, value $7,734,000.

    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 4,682 shares
    Change vs previous 13F -215 shares

    0.19% of the 13F portfolio, value $1,775,144.

    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 4,897 shares
    Change vs previous 13F +2,517 shares

    0.22% of the 13F portfolio, value $2,221,842.

    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 2,380 shares
    Change vs previous 13F -14 shares

    0.13% of the 13F portfolio, value $1,135,236.

    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 2,394 shares
    Change vs previous 13F -27 shares

    0.13% of the 13F portfolio, value $1,031,383.

    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 2,421 shares
    Change vs previous 13F -197 shares

    0.15% of the 13F portfolio, value $1,040,836.

    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 2,618 shares
    Change vs previous 13F -54 shares

    0.57% of the 13F portfolio, value $1,041,493.

    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).

  8. period ended2020-12-31
    13F 2,672 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,003,042.

    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).