Skip to content
Disclosery

Geller Advisors LLC: IWM position timeline

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

Geller Advisors LLC held 216,800 IWM 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 216,800 shares
    Change vs previous 13F +1,046 shares

    3.15% of the 13F portfolio, value $47,904,292.

    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 215,754 shares
    Change vs previous 13F +447 shares

    3.29% of the 13F portfolio, value $47,658,087.

    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 215,307 shares
    Change vs previous 13F -1,688 shares

    3.24% of the 13F portfolio, value $43,683,786.

    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 216,995 shares
    Change vs previous 13F -9,669 shares

    3.7% of the 13F portfolio, value $45,633,966.

    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 226,664 shares
    Change vs previous 13F +22,240 shares

    4.43% of the 13F portfolio, value $45,493,798.

    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 204,424 shares
    Change vs previous 13F -1,070 shares

    4.22% of the 13F portfolio, value $36,299,424.

    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 205,494 shares
    Change vs previous 13F +3 shares

    4.8% of the 13F portfolio, value $38,482,950.

    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 205,491 shares
    Change vs previous 13F not available

    5.41% of the 13F portfolio, value $36,659,604.

    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).