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Disclosery

Geneva Advisors, LLC: IWO position timeline

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

Geneva Advisors, LLC held 1,424 IWO 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 1,424 shares
    Change vs previous 13F +75 shares

    <0.01% of the 13F portfolio, value $240,000.

    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 1,349 shares
    Change vs previous 13F -771 shares

    <0.01% of the 13F portfolio, value $218,000.

    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 2,120 shares
    Change vs previous 13F +671 shares

    0.01% of the 13F portfolio, value $326,000.

    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 1,449 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $216,000.

    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).