Skip to content
Disclosery

WIPFLI FINANCIAL ADVISORS LLC,: SPHD position timeline

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

WIPFLI FINANCIAL ADVISORS LLC, held 221 SPHD 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 221 shares
    Change vs previous 13F +221 shares

    <0.01% of the 13F portfolio, value $9,000.

    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 ended2021-09-30
    13F 0 shares
    Change vs previous 13F -5,200 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2021-06-30
    13F 5,200 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $229,216.

    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).