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Schechter Investment Advisors, LLC: ADP position timeline

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

Schechter Investment Advisors, LLC held 3,541 ADP 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 3,541 shares
    Change vs previous 13F -433 shares

    0.09% of the 13F portfolio, value $1,081,803.

    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 ended2024-12-31
    13F 3,974 shares
    Change vs previous 13F -214 shares

    0.09% of the 13F portfolio, value $1,163,343.

    13F-HR 0001951586-25-000001 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).

  3. period ended2024-09-30
    13F 4,188 shares
    Change vs previous 13F +119 shares

    0.09% of the 13F portfolio, value $1,158,819.

    13F-HR 0001951586-24-000004 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 ended2024-06-30
    13F 4,069 shares
    Change vs previous 13F -57 shares

    0.07% of the 13F portfolio, value $971,216.

    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).

  5. period ended2024-03-31
    13F 4,126 shares
    Change vs previous 13F +937 shares

    0.08% of the 13F portfolio, value $1,030,521.

    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).

  6. period ended2023-12-31
    13F 3,189 shares
    Change vs previous 13F -962 shares

    0.06% of the 13F portfolio, value $742,888.

    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).

  7. period ended2023-09-30
    13F 4,151 shares
    Change vs previous 13F +46 shares

    0.1% of the 13F portfolio, value $998,685.

    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).

  8. period ended2023-06-30
    13F/A 4,105 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $902,314.

    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).