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Geneva Advisors, LLC: HD position timeline

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

Geneva Advisors, LLC held 458,007 HD 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 458,007 shares
    Change vs previous 13F -1,813 shares

    1.21% of the 13F portfolio, value $70,258,000.

    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 459,820 shares
    Change vs previous 13F +10,875 shares

    1.21% of the 13F portfolio, value $67,515,000.

    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 448,945 shares
    Change vs previous 13F -10,859 shares

    1.18% of the 13F portfolio, value $60,194,000.

    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 459,804 shares
    Change vs previous 13F -4,722 shares

    1.11% of the 13F portfolio, value $59,168,000.

    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 464,526 shares
    Change vs previous 13F -34,089 shares

    1.17% of the 13F portfolio, value $59,315,000.

    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 498,615 shares
    Change vs previous 13F -822 shares

    1.34% of the 13F portfolio, value $66,530,000.

    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 499,437 shares
    Change vs previous 13F +3,407 shares

    1.27% of the 13F portfolio, value $66,051,000.

    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 496,030 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $57,286,000.

    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).