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Geneva Advisors, LLC: IWD position timeline

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

Geneva Advisors, LLC held 11,340 IWD 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 11,340 shares
    Change vs previous 13F +3 shares

    0.02% of the 13F portfolio, value $1,320,000.

    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 11,337 shares
    Change vs previous 13F +1,961 shares

    0.02% of the 13F portfolio, value $1,303,000.

    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 9,376 shares
    Change vs previous 13F -1,177 shares

    0.02% of the 13F portfolio, value $1,050,000.

    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 10,553 shares
    Change vs previous 13F +35 shares

    0.02% of the 13F portfolio, value $1,115,000.

    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 10,518 shares
    Change vs previous 13F +124 shares

    0.02% of the 13F portfolio, value $1,086,000.

    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 10,394 shares
    Change vs previous 13F -6,927 shares

    0.02% of the 13F portfolio, value $1,027,000.

    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 17,321 shares
    Change vs previous 13F +2,500 shares

    0.03% of the 13F portfolio, value $1,695,000.

    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 14,821 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,383,000.

    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).