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Schechter Investment Advisors, LLC: AGG position timeline

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

Schechter Investment Advisors, LLC held 23,599 AGG 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 23,599 shares
    Change vs previous 13F -16,484 shares

    0.19% of the 13F portfolio, value $2,334,460.

    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 40,083 shares
    Change vs previous 13F +18,191 shares

    0.3% of the 13F portfolio, value $3,884,028.

    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 21,892 shares
    Change vs previous 13F +10,283 shares

    0.16% of the 13F portfolio, value $2,217,013.

    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 11,609 shares
    Change vs previous 13F -2,536 shares

    0.08% of the 13F portfolio, value $1,126,896.

    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 14,145 shares
    Change vs previous 13F -37 shares

    0.1% of the 13F portfolio, value $1,385,376.

    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 14,182 shares
    Change vs previous 13F +120 shares

    0.12% of the 13F portfolio, value $1,407,588.

    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 14,062 shares
    Change vs previous 13F -890 shares

    0.13% of the 13F portfolio, value $1,322,433.

    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 14,952 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,464,548.

    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).