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WIPFLI FINANCIAL ADVISORS LLC,: IWO position timeline

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

WIPFLI FINANCIAL ADVISORS LLC, held 29,447 IWO 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 29,447 shares
    Change vs previous 13F -674 shares

    0.43% of the 13F portfolio, value $6,084,000.

    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 30,121 shares
    Change vs previous 13F -1,256 shares

    0.68% of the 13F portfolio, value $6,214,230.

    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 31,377 shares
    Change vs previous 13F -464 shares

    0.81% of the 13F portfolio, value $8,024,626.

    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 31,841 shares
    Change vs previous 13F -3,677 shares

    1.07% of the 13F portfolio, value $9,331,098.

    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 35,518 shares
    Change vs previous 13F -1,916 shares

    1.33% of the 13F portfolio, value $10,427,822.

    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 37,434 shares
    Change vs previous 13F -623 shares

    1.65% of the 13F portfolio, value $11,667,902.

    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 38,057 shares
    Change vs previous 13F -2,282 shares

    6.23% of the 13F portfolio, value $11,445,115.

    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 40,339 shares
    Change vs previous 13F not available

    6.89% of the 13F portfolio, value $11,565,050.

    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).