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Geneva Advisors, LLC: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneva Advisors, LLC on BRK-B, newest first. How the timeline and the estimate are built.

Geneva Advisors, LLC held 77,011 BRK-B shares at 2017-06-30 per its 13F-HR filed 2017-08-07.

the latest 13F is the newest step

  1. period ended2017-06-30
    13F 77,011 shares
    Change vs previous 13F -18,287 shares

    0.22% of the 13F portfolio, value $13,043,000.

    13F-HR 0001144204-17-040796 filed by Geneva 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 ended2017-03-31
    13F 95,298 shares
    Change vs previous 13F +10,731 shares

    0.28% of the 13F portfolio, value $15,884,000.

    13F-HR 0001144204-17-023557 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2016-12-31
    13F 84,567 shares
    Change vs previous 13F -2,203 shares

    0.27% of the 13F portfolio, value $13,783,000.

    13F-HR 0001144204-17-007302 filed by Geneva 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 ended2016-09-30
    13F 86,770 shares
    Change vs previous 13F -123 shares

    0.24% of the 13F portfolio, value $12,536,000.

    13F-HR 0001144204-16-132719 filed by Geneva 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 ended2016-06-30
    13F 86,893 shares
    Change vs previous 13F -13,086 shares

    0.25% of the 13F portfolio, value $12,581,000.

    13F-HR 0001144204-16-117161 filed by Geneva 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 ended2016-03-31
    13F 99,979 shares
    Change vs previous 13F +16,372 shares

    0.29% of the 13F portfolio, value $14,185,000.

    13F-HR 0001144204-16-098533 filed by Geneva 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 ended2015-12-31
    13F 83,607 shares
    Change vs previous 13F +4,860 shares

    0.21% of the 13F portfolio, value $11,039,000.

    13F-HR 0001144204-16-078984 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2015-09-30
    13F 78,747 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $10,269,000.

    13F-HR 0001144204-15-062408 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).