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Disclosery

Geneva Advisors, LLC: USMV position timeline

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

Geneva Advisors, LLC held 12,673 USMV 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 12,673 shares
    Change vs previous 13F +2,854 shares

    0.01% of the 13F portfolio, value $620,000.

    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 9,819 shares
    Change vs previous 13F -1,289 shares

    0.01% of the 13F portfolio, value $469,000.

    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 11,108 shares
    Change vs previous 13F +3,347 shares

    0.01% of the 13F portfolio, value $502,000.

    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 7,761 shares
    Change vs previous 13F -684 shares

    0.01% of the 13F portfolio, value $353,000.

    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 8,445 shares
    Change vs previous 13F +2,900 shares

    0.01% of the 13F portfolio, value $390,000.

    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 5,545 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $244,000.

    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).