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WIPFLI FINANCIAL ADVISORS LLC,: VBK position timeline

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

WIPFLI FINANCIAL ADVISORS LLC, held 544 VBK 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 544 shares
    Change vs previous 13F +544 shares

    0.01% of the 13F portfolio, value $106,000.

    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 ended2022-03-31
    13F 0 shares
    Change vs previous 13F -3,351 shares

    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).

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

  3. period ended2021-12-31
    13F 3,351 shares
    Change vs previous 13F -2,919 shares

    0.11% of the 13F portfolio, value $944,278.

    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).

  4. period ended2021-09-30
    13F 6,270 shares
    Change vs previous 13F -1,673 shares

    0.22% of the 13F portfolio, value $1,756,603.

    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).

  5. period ended2021-06-30
    13F 7,943 shares
    Change vs previous 13F -10,459 shares

    0.33% of the 13F portfolio, value $2,301,802.

    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).

  6. period ended2021-03-31
    13F 18,402 shares
    Change vs previous 13F +12,158 shares

    2.75% of the 13F portfolio, value $5,054,109.

    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).

  7. period ended2020-12-31
    13F 6,244 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,671,269.

    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).