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Geller Advisors LLC: SPGI position timeline

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

Geller Advisors LLC held 1,691 SPGI 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 1,691 shares
    Change vs previous 13F +42 shares

    0.06% of the 13F portfolio, value $842,169.

    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 1,649 shares
    Change vs previous 13F -1,256 shares

    0.06% of the 13F portfolio, value $851,906.

    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 2,905 shares
    Change vs previous 13F +14 shares

    0.1% of the 13F portfolio, value $1,295,630.

    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 2,891 shares
    Change vs previous 13F +55 shares

    0.1% of the 13F portfolio, value $1,229,976.

    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 2,836 shares
    Change vs previous 13F +55 shares

    0.12% of the 13F portfolio, value $1,249,315.

    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 2,781 shares
    Change vs previous 13F -85 shares

    0.12% of the 13F portfolio, value $1,016,205.

    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 2,866 shares
    Change vs previous 13F +1,180 shares

    0.14% of the 13F portfolio, value $1,148,951.

    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 1,686 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $581,282.

    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).