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Geller Advisors LLC: SHW position timeline

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

Geller Advisors LLC held 8,363 SHW 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 8,363 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $2,842,835.

    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 8,363 shares
    Change vs previous 13F +14 shares

    0.22% of the 13F portfolio, value $3,191,906.

    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 8,349 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $2,491,592.

    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 8,349 shares
    Change vs previous 13F +59 shares

    0.24% of the 13F portfolio, value $2,899,858.

    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 8,290 shares
    Change vs previous 13F +6,900 shares

    0.25% of the 13F portfolio, value $2,585,651.

    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 1,390 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $354,520.

    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).