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Geller Advisors LLC: MA position timeline

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

Geller Advisors LLC held 7,921 MA 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 7,921 shares
    Change vs previous 13F -36 shares

    0.27% of the 13F portfolio, value $4,170,961.

    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 7,957 shares
    Change vs previous 13F -2,226 shares

    0.27% of the 13F portfolio, value $3,929,167.

    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 10,183 shares
    Change vs previous 13F +5,191 shares

    0.33% of the 13F portfolio, value $4,492,332.

    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 4,992 shares
    Change vs previous 13F +403 shares

    0.19% of the 13F portfolio, value $2,403,997.

    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 4,589 shares
    Change vs previous 13F +37 shares

    0.19% of the 13F portfolio, value $1,957,254.

    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 4,552 shares
    Change vs previous 13F -1,674 shares

    0.21% of the 13F portfolio, value $1,802,182.

    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 6,226 shares
    Change vs previous 13F +2,675 shares

    0.31% of the 13F portfolio, value $2,448,686.

    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 3,551 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,290,469.

    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).