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Geneva Advisors, LLC: IVW position timeline

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

Geneva Advisors, LLC held 14,821 IVW 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 14,821 shares
    Change vs previous 13F -11,738 shares

    0.03% of the 13F portfolio, value $2,028,000.

    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 26,559 shares
    Change vs previous 13F +5,279 shares

    0.06% of the 13F portfolio, value $3,493,000.

    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 21,280 shares
    Change vs previous 13F +19,068 shares

    0.05% of the 13F portfolio, value $2,592,000.

    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 2,212 shares
    Change vs previous 13F -317 shares

    0.01% of the 13F portfolio, value $269,000.

    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 2,529 shares
    Change vs previous 13F +565 shares

    0.01% of the 13F portfolio, value $295,000.

    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 1,964 shares
    Change vs previous 13F +45 shares

    <0.01% of the 13F portfolio, value $228,000.

    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 1,919 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $222,000.

    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).