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Geller Advisors LLC: BRK-B position timeline

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

Geller Advisors LLC held 4,719 BRK-B 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 4,719 shares
    Change vs previous 13F +336 shares

    0.14% of the 13F portfolio, value $2,139,028.

    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 4,383 shares
    Change vs previous 13F +114 shares

    0.14% of the 13F portfolio, value $2,017,320.

    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 4,269 shares
    Change vs previous 13F +253 shares

    0.13% of the 13F portfolio, value $1,736,629.

    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 4,016 shares
    Change vs previous 13F +899 shares

    0.14% of the 13F portfolio, value $1,688,808.

    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 3,117 shares
    Change vs previous 13F +92 shares

    0.11% of the 13F portfolio, value $1,111,709.

    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 3,025 shares
    Change vs previous 13F +30 shares

    0.12% of the 13F portfolio, value $1,059,658.

    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 2,995 shares
    Change vs previous 13F -520 shares

    0.13% of the 13F portfolio, value $1,021,295.

    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).

  8. period ended2023-03-31
    13F 3,515 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,085,327.

    13F-HR 0001172661-23-002085 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).