Geller Advisors LLC: XLE position timeline

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

Geller Advisors LLC held 6,741 XLE shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

period ended2024-12-31
13F 6,741 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $577,434.
13F-HR 0001172661-25-001093 filed by Geller Advisors LLC
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).