WIPFLI FINANCIAL ADVISORS LLC, SEC EDGAR Filings (CIK 0001830600)

SEC EDGAR filings, ownership reports, and insider transactions for WIPFLI FINANCIAL ADVISORS LLC,.

Business address
100000 Innovation Dr., Suite 250, Milwaukee, WI, 53226
Top securities (13F)
IDEV, AVUS, AVEM, AVDE, AVUV, AVDV, DFAT, DFUV, IJR, DFIV, AAPL, DFAE, IJH, MSFT, SPDW, REET, STIP, VCIT, AMZN, and DFAI
State of incorporation
DE
Fiscal year end
31 May
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WIPFLI FINANCIAL ADVISORS LLC, has filed 8 SEC EDGAR filings since 02 Feb 2021

Latest Filings

Recent SEC filings for WIPFLI FINANCIAL ADVISORS LLC, including 13F-HR.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Oct 2022 30 Sep 2022 028-20534
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Jul 2022 30 Jun 2022 028-20534
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Apr 2022 31 Mar 2022 028-20534
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Jan 2022 31 Dec 2021 028-20534
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Oct 2021 30 Sep 2021 028-20534
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jul 2021 30 Jun 2021 028-20534
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 May 2021 31 Mar 2021 028-20534
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Feb 2021 31 Dec 2020 028-20534

About this filer

WIPFLI FINANCIAL ADVISORS LLC, files with the SEC under CIK 0001830600. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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