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Disclosery

Geller Advisors LLC: WINN position timeline

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

Geller Advisors LLC held 126,312 WINN 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 126,312 shares
    Change vs previous 13F +132 shares

    0.23% of the 13F portfolio, value $3,436,957.

    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 126,180 shares
    Change vs previous 13F +24,892 shares

    0.22% of the 13F portfolio, value $3,231,477.

    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 101,288 shares
    Change vs previous 13F +61,208 shares

    0.19% of the 13F portfolio, value $2,561,580.

    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 40,080 shares
    Change vs previous 13F +23,659 shares

    0.08% of the 13F portfolio, value $940,684.

    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 16,421 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $339,428.

    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).