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Geneva Advisors, LLC: IJR position timeline

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

Geneva Advisors, LLC held 179,166 IJR 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 179,166 shares
    Change vs previous 13F +681 shares

    0.22% of the 13F portfolio, value $12,561,000.

    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 178,485 shares
    Change vs previous 13F +81,558 shares

    0.22% of the 13F portfolio, value $12,344,000.

    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 96,927 shares
    Change vs previous 13F +4,017 shares

    0.26% of the 13F portfolio, value $13,329,000.

    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 92,910 shares
    Change vs previous 13F +3,970 shares

    0.22% of the 13F portfolio, value $11,535,000.

    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 88,940 shares
    Change vs previous 13F +2,281 shares

    0.2% of the 13F portfolio, value $10,336,000.

    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 86,659 shares
    Change vs previous 13F +2,229 shares

    0.2% of the 13F portfolio, value $9,755,000.

    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 84,430 shares
    Change vs previous 13F +2,541 shares

    0.18% of the 13F portfolio, value $9,297,000.

    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 81,889 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $8,727,000.

    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).