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Geneva Advisors, LLC: XLF position timeline

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

Geneva Advisors, LLC held 122,045 XLF 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 122,045 shares
    Change vs previous 13F -4,435 shares

    0.05% of the 13F portfolio, value $3,011,000.

    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 126,480 shares
    Change vs previous 13F -7,007 shares

    0.05% of the 13F portfolio, value $3,001,000.

    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 133,487 shares
    Change vs previous 13F +41,114 shares

    0.06% of the 13F portfolio, value $3,104,000.

    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 92,373 shares
    Change vs previous 13F +25,477 shares

    0.03% of the 13F portfolio, value $1,783,000.

    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 66,896 shares
    Change vs previous 13F +1,515 shares

    0.03% of the 13F portfolio, value $1,529,000.

    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 65,381 shares
    Change vs previous 13F -2,665 shares

    0.03% of the 13F portfolio, value $1,471,000.

    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 68,046 shares
    Change vs previous 13F +2,586 shares

    0.03% of the 13F portfolio, value $1,622,000.

    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 65,460 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,483,000.

    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).