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Geller Advisors LLC: MSFT position timeline

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

Geller Advisors LLC held 46,296 MSFT 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 46,296 shares
    Change vs previous 13F -159 shares

    1.28% of the 13F portfolio, value $19,513,858.

    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 46,455 shares
    Change vs previous 13F +1,462 shares

    1.38% of the 13F portfolio, value $19,989,679.

    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 44,993 shares
    Change vs previous 13F +230 shares

    1.49% of the 13F portfolio, value $20,109,779.

    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 44,763 shares
    Change vs previous 13F +3,513 shares

    1.53% of the 13F portfolio, value $18,832,748.

    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 41,250 shares
    Change vs previous 13F +7,456 shares

    1.51% of the 13F portfolio, value $15,511,650.

    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 33,794 shares
    Change vs previous 13F -3,550 shares

    1.24% of the 13F portfolio, value $10,670,456.

    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 37,344 shares
    Change vs previous 13F +15,237 shares

    1.59% of the 13F portfolio, value $12,717,126.

    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 22,107 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $6,373,448.

    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).