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Geneva Advisors, LLC: IVV position timeline

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

Geneva Advisors, LLC held 23,854 IVV 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 23,854 shares
    Change vs previous 13F +1,455 shares

    0.1% of the 13F portfolio, value $5,806,000.

    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 22,399 shares
    Change vs previous 13F +2,735 shares

    0.09% of the 13F portfolio, value $5,315,000.

    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 19,664 shares
    Change vs previous 13F +5,509 shares

    0.09% of the 13F portfolio, value $4,424,000.

    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 14,155 shares
    Change vs previous 13F +1,120 shares

    0.06% of the 13F portfolio, value $3,080,000.

    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 13,035 shares
    Change vs previous 13F +600 shares

    0.05% of the 13F portfolio, value $2,744,000.

    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 12,435 shares
    Change vs previous 13F +507 shares

    0.05% of the 13F portfolio, value $2,570,000.

    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 11,928 shares
    Change vs previous 13F +1,521 shares

    0.05% of the 13F portfolio, value $2,444,000.

    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 10,407 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,006,000.

    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).