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Disclosery

Geller Advisors LLC: BNY position timeline

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

Geller Advisors LLC held 21,935 BNY 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 21,935 shares
    Change vs previous 13F -66 shares

    0.11% of the 13F portfolio, value $1,685,266.

    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 22,001 shares
    Change vs previous 13F -994 shares

    0.11% of the 13F portfolio, value $1,580,992.

    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 22,995 shares
    Change vs previous 13F +134 shares

    0.1% of the 13F portfolio, value $1,377,171.

    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 22,861 shares
    Change vs previous 13F +191 shares

    0.11% of the 13F portfolio, value $1,317,251.

    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 22,670 shares
    Change vs previous 13F -435 shares

    0.11% of the 13F portfolio, value $1,179,974.

    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 23,105 shares
    Change vs previous 13F +15,673 shares

    0.11% of the 13F portfolio, value $985,428.

    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).

  7. period ended2023-06-30
    13F 7,432 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $330,873.

    13F-HR 0001172661-23-002832 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).