Skip to content
Disclosery

Geller Advisors LLC: IVV position timeline

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

Geller Advisors LLC held 7,338 IVV 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 7,338 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $4,319,982.

    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 7,338 shares
    Change vs previous 13F +2 shares

    0.29% of the 13F portfolio, value $4,232,948.

    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 7,336 shares
    Change vs previous 13F +5 shares

    0.3% of the 13F portfolio, value $4,014,528.

    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 7,331 shares
    Change vs previous 13F +5 shares

    0.31% of the 13F portfolio, value $3,854,149.

    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 7,326 shares
    Change vs previous 13F -1,933 shares

    0.34% of the 13F portfolio, value $3,498,956.

    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 9,259 shares
    Change vs previous 13F +2,119 shares

    0.46% of the 13F portfolio, value $3,994,489.

    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 7,140 shares
    Change vs previous 13F +654 shares

    0.4% of the 13F portfolio, value $3,182,368.

    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 6,486 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $2,666,094.

    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).