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WIPFLI FINANCIAL ADVISORS LLC,: SPY position timeline

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

WIPFLI FINANCIAL ADVISORS LLC, held 10,910 SPY 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 10,910 shares
    Change vs previous 13F +4,451 shares

    0.27% of the 13F portfolio, value $3,907,000.

    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 6,459 shares
    Change vs previous 13F -693 shares

    0.26% of the 13F portfolio, value $2,436,827.

    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 7,152 shares
    Change vs previous 13F +4,164 shares

    0.33% of the 13F portfolio, value $3,229,942.

    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 2,988 shares
    Change vs previous 13F -15 shares

    0.16% of the 13F portfolio, value $1,419,180.

    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 3,003 shares
    Change vs previous 13F -525 shares

    0.16% of the 13F portfolio, value $1,288,707.

    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 3,528 shares
    Change vs previous 13F +525 shares

    0.21% of the 13F portfolio, value $1,510,196.

    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 3,003 shares
    Change vs previous 13F -149 shares

    0.65% of the 13F portfolio, value $1,190,179.

    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 3,152 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,178,469.

    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).