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Geller Advisors LLC: IWD position timeline

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

Geller Advisors LLC held 367,037 IWD 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 367,037 shares
    Change vs previous 13F -21,461 shares

    4.46% of the 13F portfolio, value $67,949,694.

    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 388,498 shares
    Change vs previous 13F +8,316 shares

    5.1% of the 13F portfolio, value $73,737,101.

    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 380,182 shares
    Change vs previous 13F +34,019 shares

    4.92% of the 13F portfolio, value $66,330,514.

    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 346,163 shares
    Change vs previous 13F -48,939 shares

    5.03% of the 13F portfolio, value $62,001,273.

    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 395,102 shares
    Change vs previous 13F -52,322 shares

    6.36% of the 13F portfolio, value $65,290,525.

    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 447,424 shares
    Change vs previous 13F -6,249 shares

    7.95% of the 13F portfolio, value $68,370,441.

    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 453,673 shares
    Change vs previous 13F +85 shares

    8.93% of the 13F portfolio, value $71,603,242.

    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 453,588 shares
    Change vs previous 13F not available

    10.19% of the 13F portfolio, value $69,063,336.

    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).