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Geneva Advisors, LLC: WMT position timeline

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

Geneva Advisors, LLC held 24,625 WMT 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 24,625 shares
    Change vs previous 13F +721 shares

    0.03% of the 13F portfolio, value $1,864,000.

    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 23,904 shares
    Change vs previous 13F +397 shares

    0.03% of the 13F portfolio, value $1,723,000.

    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 23,507 shares
    Change vs previous 13F -2,546 shares

    0.03% of the 13F portfolio, value $1,625,000.

    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 26,053 shares
    Change vs previous 13F +1,251 shares

    0.04% of the 13F portfolio, value $1,879,000.

    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 24,802 shares
    Change vs previous 13F +50 shares

    0.04% of the 13F portfolio, value $1,811,000.

    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 24,752 shares
    Change vs previous 13F -167 shares

    0.03% of the 13F portfolio, value $1,695,000.

    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 24,919 shares
    Change vs previous 13F +288 shares

    0.03% of the 13F portfolio, value $1,528,000.

    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 24,631 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,597,000.

    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).