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Schechter Investment Advisors, LLC: ALCWF position timeline

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

Schechter Investment Advisors, LLC held 371,617 ALCWF 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 371,617 shares
    Change vs previous 13F -14,900 shares

    <0.01% of the 13F portfolio, value $40,915.

    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 386,517 shares
    Change vs previous 13F -41,250 shares

    <0.01% of the 13F portfolio, value $34,825.

    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 427,767 shares
    Change vs previous 13F -2,850 shares

    <0.01% of the 13F portfolio, value $36,360.

    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 430,617 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $60,286.

    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 430,617 shares
    Change vs previous 13F -10,250 shares

    0.01% of the 13F portfolio, value $81,860.

    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 440,867 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $66,130.

    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).