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Geneva Advisors, LLC: WHR position timeline

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

Geneva Advisors, LLC held 161,212 WHR 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 161,212 shares
    Change vs previous 13F -3,357 shares

    0.53% of the 13F portfolio, value $30,891,000.

    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 164,569 shares
    Change vs previous 13F -2,039 shares

    0.5% of the 13F portfolio, value $28,196,000.

    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 166,608 shares
    Change vs previous 13F -1,514 shares

    0.59% of the 13F portfolio, value $30,284,000.

    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 168,122 shares
    Change vs previous 13F -1,385 shares

    0.51% of the 13F portfolio, value $27,263,000.

    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 169,507 shares
    Change vs previous 13F -24,142 shares

    0.56% of the 13F portfolio, value $28,247,000.

    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 193,649 shares
    Change vs previous 13F -3,931 shares

    0.7% of the 13F portfolio, value $34,923,000.

    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 197,580 shares
    Change vs previous 13F -60,457 shares

    0.56% of the 13F portfolio, value $29,019,000.

    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 258,037 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $37,999,000.

    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).