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Geller Advisors LLC: ITOT position timeline

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

Geller Advisors LLC held 16,770 ITOT 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 16,770 shares
    Change vs previous 13F +8 shares

    0.14% of the 13F portfolio, value $2,157,063.

    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 16,762 shares
    Change vs previous 13F +9 shares

    0.15% of the 13F portfolio, value $2,105,674.

    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 16,753 shares
    Change vs previous 13F +137 shares

    0.15% of the 13F portfolio, value $1,989,979.

    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 16,616 shares
    Change vs previous 13F +2,217 shares

    0.16% of the 13F portfolio, value $1,915,801.

    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 14,399 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,515,207.

    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 14,399 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,362,620.

    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 14,399 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,408,798.

    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).