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WIPFLI FINANCIAL ADVISORS LLC,: SCHV position timeline

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

WIPFLI FINANCIAL ADVISORS LLC, held 101,136 SCHV 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 101,136 shares
    Change vs previous 13F -1,772 shares

    0.42% of the 13F portfolio, value $5,917,000.

    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 102,908 shares
    Change vs previous 13F -24,278 shares

    0.7% of the 13F portfolio, value $6,423,534.

    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 127,186 shares
    Change vs previous 13F -1,472 shares

    0.92% of the 13F portfolio, value $9,079,828.

    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 128,658 shares
    Change vs previous 13F -13,571 shares

    1.08% of the 13F portfolio, value $9,420,358.

    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 142,229 shares
    Change vs previous 13F -962 shares

    1.22% of the 13F portfolio, value $9,597,631.

    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 143,191 shares
    Change vs previous 13F -11,616 shares

    1.38% of the 13F portfolio, value $9,789,987.

    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 154,807 shares
    Change vs previous 13F +1,194 shares

    5.5% of the 13F portfolio, value $10,105,818.

    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 153,613 shares
    Change vs previous 13F not available

    5.45% of the 13F portfolio, value $9,144,602.

    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).