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Geller Advisors LLC: COST position timeline

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

Geller Advisors LLC held 4,340 COST 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 4,340 shares
    Change vs previous 13F -204 shares

    0.26% of the 13F portfolio, value $3,977,163.

    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 4,544 shares
    Change vs previous 13F +27 shares

    0.28% of the 13F portfolio, value $4,028,880.

    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 4,517 shares
    Change vs previous 13F +166 shares

    0.28% of the 13F portfolio, value $3,839,916.

    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 4,351 shares
    Change vs previous 13F +1,598 shares

    0.26% of the 13F portfolio, value $3,187,673.

    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 2,753 shares
    Change vs previous 13F +1,600 shares

    0.18% of the 13F portfolio, value $1,858,495.

    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 1,153 shares
    Change vs previous 13F -27 shares

    0.08% of the 13F portfolio, value $651,399.

    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 1,180 shares
    Change vs previous 13F +15 shares

    0.08% of the 13F portfolio, value $635,288.

    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 1,165 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $578,854.

    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).