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Geller Advisors LLC: OEF position timeline

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

Geller Advisors LLC held 40,390 OEF 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 40,390 shares
    Change vs previous 13F +1,924 shares

    0.77% of the 13F portfolio, value $11,666,897.

    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 38,466 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $10,645,874.

    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 38,466 shares
    Change vs previous 13F -1,989 shares

    0.75% of the 13F portfolio, value $10,166,586.

    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 40,455 shares
    Change vs previous 13F +63 shares

    0.81% of the 13F portfolio, value $10,009,046.

    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 40,392 shares
    Change vs previous 13F +30 shares

    0.88% of the 13F portfolio, value $9,023,133.

    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 40,362 shares
    Change vs previous 13F -10,260 shares

    0.94% of the 13F portfolio, value $8,127,934.

    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 50,622 shares
    Change vs previous 13F -15,365 shares

    1.31% of the 13F portfolio, value $10,481,794.

    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 65,987 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $12,342,202.

    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).