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Schechter Investment Advisors, LLC: ACI position timeline

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

Schechter Investment Advisors, LLC held 280,316 ACI shares at 2025-03-31 per its 13F-HR filed 2025-05-01.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 280,316 shares
    Change vs previous 13F +280,316 shares

    0.51% of the 13F portfolio, value $6,164,149.

    13F-HR 0001951586-25-000003 filed by Schechter Investment 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 ended2024-06-30
    13F 0 shares
    Change vs previous 13F -709,244 shares

    13F-HR 0001951586-24-000003 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2024-03-31
    13F 709,244 shares
    Change vs previous 13F -67,722 shares

    1.14% of the 13F portfolio, value $15,206,192.

    13F-HR 0001951586-24-000002 filed by Schechter Investment 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 ended2023-12-31
    13F 776,966 shares
    Change vs previous 13F +51,590 shares

    1.55% of the 13F portfolio, value $17,870,218.

    13F-HR 0001951586-24-000001 filed by Schechter Investment 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 ended2023-09-30
    13F 725,376 shares
    Change vs previous 13F -41,746 shares

    1.6% of the 13F portfolio, value $16,502,305.

    13F-HR 0001951586-23-000007 filed by Schechter Investment 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 ended2023-06-30
    13F/A 767,122 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $16,738,602.

    13F-HR/A 0001951586-23-000005 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).