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Disclosery

WIPFLI FINANCIAL ADVISORS LLC,: XLE position timeline

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

WIPFLI FINANCIAL ADVISORS LLC, held 2,953 XLE 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 2,953 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $213,000.

    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 ยง4.2).