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WIPFLI FINANCIAL ADVISORS LLC,: SCHG position timeline

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

WIPFLI FINANCIAL ADVISORS LLC, held 120,546 SCHG 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 120,546 shares
    Change vs previous 13F -2,906 shares

    0.47% of the 13F portfolio, value $6,728,000.

    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 123,452 shares
    Change vs previous 13F -47,167 shares

    0.78% of the 13F portfolio, value $7,158,954.

    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 170,619 shares
    Change vs previous 13F +82,290 shares

    1.29% of the 13F portfolio, value $12,765,678.

    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 88,329 shares
    Change vs previous 13F -11,296 shares

    1.66% of the 13F portfolio, value $14,463,797.

    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 99,625 shares
    Change vs previous 13F -1,710 shares

    1.88% of the 13F portfolio, value $14,753,396.

    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 101,335 shares
    Change vs previous 13F -6,602 shares

    2.09% of the 13F portfolio, value $14,790,788.

    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 107,937 shares
    Change vs previous 13F +7,742 shares

    7.63% of the 13F portfolio, value $14,008,003.

    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 100,195 shares
    Change vs previous 13F not available

    7.67% of the 13F portfolio, value $12,866,071.

    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).