Skip to content
Disclosery

Geller Advisors LLC: SPY position timeline

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

Geller Advisors LLC held 241,658 SPY 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 241,658 shares
    Change vs previous 13F -25,750 shares

    9.34% of the 13F portfolio, value $142,105,521.

    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 267,408 shares
    Change vs previous 13F -4,566 shares

    10.64% of the 13F portfolio, value $153,894,839.

    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 271,974 shares
    Change vs previous 13F -4,818 shares

    11.02% of the 13F portfolio, value $148,492,668.

    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 276,792 shares
    Change vs previous 13F -2,722 shares

    11.78% of the 13F portfolio, value $145,222,831.

    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 279,514 shares
    Change vs previous 13F +941 shares

    12.99% of the 13F portfolio, value $133,388,338.

    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 278,573 shares
    Change vs previous 13F -2,899 shares

    13.89% of the 13F portfolio, value $119,524,875.

    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 281,472 shares
    Change vs previous 13F -9,797 shares

    15.62% of the 13F portfolio, value $125,232,120.

    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 291,269 shares
    Change vs previous 13F not available

    17.65% of the 13F portfolio, value $119,681,197.

    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).