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Disclosery

Geneva Advisors, LLC: SPY position timeline

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

Geneva Advisors, LLC held 48,015 SPY 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 48,015 shares
    Change vs previous 13F -2,266 shares

    0.2% of the 13F portfolio, value $11,610,000.

    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 50,281 shares
    Change vs previous 13F -3,238 shares

    0.21% of the 13F portfolio, value $11,853,000.

    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 53,519 shares
    Change vs previous 13F +27,229 shares

    0.23% of the 13F portfolio, value $11,963,000.

    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 26,290 shares
    Change vs previous 13F -691 shares

    0.11% of the 13F portfolio, value $5,686,000.

    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 26,981 shares
    Change vs previous 13F -6,750 shares

    0.11% of the 13F portfolio, value $5,652,000.

    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 33,731 shares
    Change vs previous 13F -1,864 shares

    0.14% of the 13F portfolio, value $6,932,000.

    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 35,595 shares
    Change vs previous 13F +738 shares

    0.14% of the 13F portfolio, value $7,257,000.

    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 34,857 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $6,680,000.

    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).