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Geller Advisors LLC: HEFA position timeline

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

Geller Advisors LLC held 18,192 HEFA 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 18,192 shares
    Change vs previous 13F -167 shares

    0.04% of the 13F portfolio, value $632,172.

    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 18,359 shares
    Change vs previous 13F -3,184 shares

    0.04% of the 13F portfolio, value $650,276.

    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 21,543 shares
    Change vs previous 13F +3,126 shares

    0.06% of the 13F portfolio, value $765,961.

    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 18,417 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $642,385.

    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 18,417 shares
    Change vs previous 13F -11,526 shares

    0.06% of the 13F portfolio, value $580,320.

    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 29,943 shares
    Change vs previous 13F +558 shares

    0.1% of the 13F portfolio, value $901,284.

    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 29,385 shares
    Change vs previous 13F +8,059 shares

    0.11% of the 13F portfolio, value $910,935.

    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 21,326 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $628,477.

    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).