WIPFLI FINANCIAL ADVISORS LLC,: VOO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WIPFLI FINANCIAL ADVISORS LLC, on VOO, newest first. How the timeline and the estimate are built.
WIPFLI FINANCIAL ADVISORS LLC, held 4,304 VOO shares at 2022-09-30 per its 13F-HR filed 2022-10-26.
the latest 13F is the newest step
- period ended2022-09-3013F 4,304 sharesChange vs previous 13F +2,073 shares
0.1% of the 13F portfolio, value $1,419,000.
13F-HR 0001830600-22-000006 filed by WIPFLI FINANCIAL ADVISORS LLC,
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-06-3013F 2,231 sharesChange vs previous 13F -1,194 shares
0.08% of the 13F portfolio, value $773,768.
13F-HR 0001830600-22-000005 filed by WIPFLI FINANCIAL ADVISORS LLC,
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-03-3113F 3,425 sharesChange vs previous 13F +838 shares
0.14% of the 13F portfolio, value $1,421,765.
13F-HR 0001830600-22-000004 filed by WIPFLI FINANCIAL ADVISORS LLC,
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-12-3113F 2,587 sharesChange vs previous 13F +1,554 shares
0.13% of the 13F portfolio, value $1,129,524.
13F-HR 0001830600-22-000003 filed by WIPFLI FINANCIAL ADVISORS LLC,
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-09-3013F 1,033 sharesChange vs previous 13F -72 shares
0.05% of the 13F portfolio, value $407,503.
13F-HR 0001830600-21-000005 filed by WIPFLI FINANCIAL ADVISORS LLC,
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-06-3013F 1,105 sharesChange vs previous 13F -565 shares
0.06% of the 13F portfolio, value $434,900.
13F-HR 0001830600-21-000004 filed by WIPFLI FINANCIAL ADVISORS LLC,
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-03-3113F 1,670 sharesChange vs previous 13F +135 shares
0.33% of the 13F portfolio, value $608,559.
13F-HR 0001830600-21-000003 filed by WIPFLI FINANCIAL ADVISORS LLC,
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2020-12-3113F 1,535 sharesChange vs previous 13F not available
0.31% of the 13F portfolio, value $527,732.
13F-HR 0001830600-21-000001 filed by WIPFLI FINANCIAL ADVISORS LLC,
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).