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Geneva Advisors, LLC: SHW position timeline

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

Geneva Advisors, LLC held 245,461 SHW 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 245,461 shares
    Change vs previous 13F +32,423 shares

    1.48% of the 13F portfolio, value $86,147,000.

    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 213,038 shares
    Change vs previous 13F +5,074 shares

    1.18% of the 13F portfolio, value $66,082,000.

    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 207,964 shares
    Change vs previous 13F +34,794 shares

    1.09% of the 13F portfolio, value $55,888,000.

    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 173,170 shares
    Change vs previous 13F +1,665 shares

    0.9% of the 13F portfolio, value $47,909,000.

    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 171,505 shares
    Change vs previous 13F +9,222 shares

    1% of the 13F portfolio, value $50,366,000.

    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 162,283 shares
    Change vs previous 13F +76,733 shares

    0.93% of the 13F portfolio, value $46,197,000.

    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 85,550 shares
    Change vs previous 13F -4,763 shares

    0.43% of the 13F portfolio, value $22,209,000.

    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 90,313 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $20,120,000.

    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).