Skip to content
Disclosery

Geller Advisors LLC: IWV position timeline

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

Geller Advisors LLC held 6,580 IWV 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 6,580 shares
    Change vs previous 13F -8,805 shares

    0.14% of the 13F portfolio, value $2,199,365.

    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 15,385 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $5,026,741.

    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 15,385 shares
    Change vs previous 13F -8,710 shares

    0.35% of the 13F portfolio, value $4,748,888.

    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 24,095 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $7,230,428.

    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 24,095 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $6,595,765.

    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 24,095 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $5,929,021.

    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 24,095 shares
    Change vs previous 13F -24,095 shares

    0.76% of the 13F portfolio, value $6,131,696.

    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 48,190 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $11,344,408.

    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).