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Geneva Advisors, LLC: WFC position timeline

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

Geneva Advisors, LLC held 33,110 WFC 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 33,110 shares
    Change vs previous 13F -1,853 shares

    0.03% of the 13F portfolio, value $1,835,000.

    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 34,963 shares
    Change vs previous 13F -893 shares

    0.03% of the 13F portfolio, value $1,946,000.

    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 35,856 shares
    Change vs previous 13F -10,246 shares

    0.04% of the 13F portfolio, value $1,976,000.

    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 46,102 shares
    Change vs previous 13F -23,459 shares

    0.04% of the 13F portfolio, value $2,041,000.

    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 69,561 shares
    Change vs previous 13F -6,109 shares

    0.07% of the 13F portfolio, value $3,292,000.

    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 75,670 shares
    Change vs previous 13F +1,791 shares

    0.07% of the 13F portfolio, value $3,659,000.

    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 73,879 shares
    Change vs previous 13F +4,515 shares

    0.08% of the 13F portfolio, value $4,016,000.

    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 69,364 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,562,000.

    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).