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Schechter Investment Advisors, LLC: AEP position timeline

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

Schechter Investment Advisors, LLC held 5,344 AEP 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 5,344 shares
    Change vs previous 13F -82 shares

    0.05% of the 13F portfolio, value $583,932.

    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 5,426 shares
    Change vs previous 13F -293 shares

    0.04% of the 13F portfolio, value $500,480.

    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 5,719 shares
    Change vs previous 13F -25 shares

    0.04% of the 13F portfolio, value $586,793.

    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 5,744 shares
    Change vs previous 13F +189 shares

    0.04% of the 13F portfolio, value $503,987.

    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 5,555 shares
    Change vs previous 13F +283 shares

    0.04% of the 13F portfolio, value $478,286.

    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 5,272 shares
    Change vs previous 13F -1 shares

    0.04% of the 13F portfolio, value $428,208.

    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 5,273 shares
    Change vs previous 13F +346 shares

    0.04% of the 13F portfolio, value $396,632.

    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 4,927 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $414,831.

    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).