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Geneva Advisors, LLC: IBM position timeline

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

Geneva Advisors, LLC held 14,531 IBM 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 14,531 shares
    Change vs previous 13F -4,291 shares

    0.04% of the 13F portfolio, value $2,235,000.

    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 18,822 shares
    Change vs previous 13F +722 shares

    0.06% of the 13F portfolio, value $3,278,000.

    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 18,100 shares
    Change vs previous 13F -7,443 shares

    0.06% of the 13F portfolio, value $3,004,000.

    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 25,543 shares
    Change vs previous 13F -490 shares

    0.08% of the 13F portfolio, value $4,057,000.

    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 26,033 shares
    Change vs previous 13F -199 shares

    0.08% of the 13F portfolio, value $3,951,000.

    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 26,232 shares
    Change vs previous 13F +909 shares

    0.08% of the 13F portfolio, value $3,973,000.

    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 25,323 shares
    Change vs previous 13F +471 shares

    0.07% of the 13F portfolio, value $3,485,000.

    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 24,852 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,603,000.

    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).