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Geller Advisors LLC: AGG position timeline

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

Geller Advisors LLC held 321,417 AGG shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 321,417 shares
    Change vs previous 13F +3,093 shares

    2.05% of the 13F portfolio, value $31,145,310.

    13F-HR 0001172661-25-001093 filed by Geller 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 ended2024-09-30
    13F 318,324 shares
    Change vs previous 13F +20,843 shares

    2.23% of the 13F portfolio, value $32,236,746.

    13F-HR 0001172661-24-005341 filed by Geller 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 ended2024-06-30
    13F 297,481 shares
    Change vs previous 13F +39,906 shares

    2.14% of the 13F portfolio, value $28,876,490.

    13F-HR 0001172661-24-003307 filed by Geller 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 ended2024-03-31
    13F 257,575 shares
    Change vs previous 13F +16,849 shares

    2.05% of the 13F portfolio, value $25,226,852.

    13F-HR 0001172661-24-002269 filed by Geller 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 ended2023-12-31
    13F 240,726 shares
    Change vs previous 13F +6,562 shares

    2.33% of the 13F portfolio, value $23,892,056.

    13F-HR 0001172661-24-001233 filed by Geller 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 ended2023-09-30
    13F 234,164 shares
    Change vs previous 13F not available

    2.56% of the 13F portfolio, value $22,020,783.

    13F-HR 0001172661-23-003797 filed by Geller Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).