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Geller Advisors LLC: QQQ position timeline

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

Geller Advisors LLC held 28,720 QQQ 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 28,720 shares
    Change vs previous 13F +1,920 shares

    0.96% of the 13F portfolio, value $14,682,718.

    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 26,800 shares
    Change vs previous 13F +1,300 shares

    0.91% of the 13F portfolio, value $13,098,456.

    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 25,500 shares
    Change vs previous 13F +2,805 shares

    0.91% of the 13F portfolio, value $12,237,135.

    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 22,695 shares
    Change vs previous 13F +1,990 shares

    0.82% of the 13F portfolio, value $10,089,690.

    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 20,705 shares
    Change vs previous 13F +5,879 shares

    0.83% of the 13F portfolio, value $8,483,433.

    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 14,826 shares
    Change vs previous 13F +7,697 shares

    0.62% of the 13F portfolio, value $5,319,239.

    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 7,129 shares
    Change vs previous 13F -5,413 shares

    0.33% of the 13F portfolio, value $2,637,160.

    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 12,542 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $4,030,474.

    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).