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Geller Advisors LLC: SCHX position timeline

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

Geller Advisors LLC held 64,220 SCHX 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 64,220 shares
    Change vs previous 13F +42,592 shares

    0.1% of the 13F portfolio, value $1,488,633.

    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 21,628 shares
    Change vs previous 13F -1,344 shares

    0.1% of the 13F portfolio, value $1,467,500.

    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 22,972 shares
    Change vs previous 13F -418 shares

    0.11% of the 13F portfolio, value $1,480,709.

    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 23,390 shares
    Change vs previous 13F +55 shares

    0.12% of the 13F portfolio, value $1,451,606.

    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 23,335 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,316,094.

    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 23,335 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,180,751.

    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 23,335 shares
    Change vs previous 13F +16,305 shares

    0.15% of the 13F portfolio, value $1,222,054.

    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 7,030 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $340,041.

    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).