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Geller Advisors LLC: IWO position timeline

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

Geller Advisors LLC held 59,334 IWO 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 59,334 shares
    Change vs previous 13F +214 shares

    1.12% of the 13F portfolio, value $17,077,778.

    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 59,120 shares
    Change vs previous 13F +112 shares

    1.16% of the 13F portfolio, value $16,790,339.

    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 59,008 shares
    Change vs previous 13F +84 shares

    1.15% of the 13F portfolio, value $15,491,574.

    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 58,924 shares
    Change vs previous 13F +74 shares

    1.29% of the 13F portfolio, value $15,956,598.

    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 58,850 shares
    Change vs previous 13F +22,118 shares

    1.45% of the 13F portfolio, value $14,843,147.

    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 36,732 shares
    Change vs previous 13F +2,399 shares

    0.96% of the 13F portfolio, value $8,250,187.

    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 34,333 shares
    Change vs previous 13F +467 shares

    1.04% of the 13F portfolio, value $8,331,246.

    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 33,866 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $7,681,486.

    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).