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Geller Advisors LLC: INTU position timeline

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

Geller Advisors LLC held 673 INTU 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 673 shares
    Change vs previous 13F +9 shares

    0.03% of the 13F portfolio, value $422,981.

    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 664 shares
    Change vs previous 13F -591 shares

    0.03% of the 13F portfolio, value $412,344.

    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 1,255 shares
    Change vs previous 13F +5 shares

    0.06% of the 13F portfolio, value $824,799.

    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 1,250 shares
    Change vs previous 13F +47 shares

    0.07% of the 13F portfolio, value $812,500.

    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 1,203 shares
    Change vs previous 13F +20 shares

    0.07% of the 13F portfolio, value $751,911.

    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 1,183 shares
    Change vs previous 13F -45 shares

    0.07% of the 13F portfolio, value $604,442.

    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 1,228 shares
    Change vs previous 13F +448 shares

    0.07% of the 13F portfolio, value $562,657.

    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 780 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $347,747.

    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).