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Geneva Advisors, LLC: PEP position timeline

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

Geneva Advisors, LLC held 112,226 PEP 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 112,226 shares
    Change vs previous 13F -617 shares

    0.22% of the 13F portfolio, value $12,961,000.

    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 112,843 shares
    Change vs previous 13F -636 shares

    0.23% of the 13F portfolio, value $12,623,000.

    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 113,479 shares
    Change vs previous 13F -3,036 shares

    0.23% of the 13F portfolio, value $11,873,000.

    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 116,515 shares
    Change vs previous 13F +618 shares

    0.24% of the 13F portfolio, value $12,673,000.

    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 115,897 shares
    Change vs previous 13F +675 shares

    0.24% of the 13F portfolio, value $12,278,000.

    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 115,222 shares
    Change vs previous 13F +1,716 shares

    0.24% of the 13F portfolio, value $11,808,000.

    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 113,506 shares
    Change vs previous 13F +59,990 shares

    0.22% of the 13F portfolio, value $11,342,000.

    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 53,516 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $5,047,000.

    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).