Current Market Value 1,422,798
Current Holdings 2644
Most Recent File Date 2022-10-26
Total Filings on Record 8
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Wipfli Financial Advisors Llc, . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2022-10-26 2022-09-30 13F-HR 2644 1,423
2022-07-07 2022-06-30 13F-HR 85 919,697
2022-04-22 2022-03-31 13F-HR 96 990,525
2022-01-28 2021-12-31 13F-HR 46 871,861
2021-10-13 2021-09-30 13F-HR 42 784,376
2021-07-29 2021-06-30 13F-HR 43 708,128
2021-05-06 2021-03-31 13F-HR 33 183,708
2021-02-02 2020-12-31 13F-HR 37 167,849