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Geller Advisors LLC: PEP position timeline

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

Geller Advisors LLC held 15,419 PEP 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 15,419 shares
    Change vs previous 13F -26 shares

    0.16% of the 13F portfolio, value $2,365,541.

    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 15,445 shares
    Change vs previous 13F +1 shares

    0.18% of the 13F portfolio, value $2,626,422.

    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 15,444 shares
    Change vs previous 13F -3,675 shares

    0.19% of the 13F portfolio, value $2,547,179.

    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 19,119 shares
    Change vs previous 13F -3,439 shares

    0.27% of the 13F portfolio, value $3,369,854.

    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 22,558 shares
    Change vs previous 13F +6,056 shares

    0.38% of the 13F portfolio, value $3,858,329.

    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 16,502 shares
    Change vs previous 13F +9,672 shares

    0.32% of the 13F portfolio, value $2,796,099.

    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 6,830 shares
    Change vs previous 13F +1,287 shares

    0.16% of the 13F portfolio, value $1,265,053.

    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 5,543 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,010,489.

    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).