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Geller Advisors LLC

SEC CIK
0001354739
Latest filing
Feb 14, 2025

DIS holding history

Walt Disney Co in every 13F filed by Geller Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIS overviewAll 13F holders of DISFull Q4 2024 holdings

Shares (Q4 2024)
6,257
Value
$699.8K
% of portfolio
<0.1%
Quarters held
16
Since Q1 2021
Holdings of DIS by Geller Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20246,257$699.8K<0.1%+200+3.3%AddedHolders
Q3 20246,057$582.6K<0.1%+1,036+20.6%AddedHolders
Q2 20245,021$498.5K<0.1%−157−3.0%ReducedHolders
Q1 20245,178$633.6K0.1%+409+8.6%AddedHolders
Q4 20234,769$432.0K<0.1%−339−6.6%ReducedHolders
Q3 20235,108$414.0K<0.1%−737−12.6%ReducedHolders
Q2 20235,845$521.8K0.1%+2,401+69.7%AddedHolders
Q1 20233,444$344.8K0.1%−487−12.4%ReducedHolders
Q4 20223,931$341.5K0.1%−2,487−38.8%ReducedHolders
Q3 20226,418$605.0K0.1%+3,422+114.2%AddedHolders
Q2 20222,996$283.0K0.1%+873+41.1%AddedHolders
Q1 20222,123$291.0K0.1%−123−5.5%ReducedHolders
Q4 20212,246$348.0K0.1%+261+13.1%AddedHolders
Q3 20211,985$336.0K0.1%+3+0.2%AddedHolders
Q2 20211,982$348.0K0.1%−13−0.7%ReducedHolders
Q1 20211,995$368.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.