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Schechter Investment Advisors, LLC: BCS position timeline

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

Schechter Investment Advisors, LLC held 12,748 BCS 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 12,748 shares
    Change vs previous 13F -51,105 shares

    0.02% of the 13F portfolio, value $195,809.

    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 63,853 shares
    Change vs previous 13F -7,981 shares

    0.07% of the 13F portfolio, value $848,606.

    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 71,834 shares
    Change vs previous 13F -623 shares

    0.06% of the 13F portfolio, value $872,783.

    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 72,457 shares
    Change vs previous 13F -22,193 shares

    0.06% of the 13F portfolio, value $776,014.

    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 94,650 shares
    Change vs previous 13F +495 shares

    0.07% of the 13F portfolio, value $894,443.

    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 94,155 shares
    Change vs previous 13F +5,478 shares

    0.06% of the 13F portfolio, value $741,942.

    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 88,677 shares
    Change vs previous 13F -14,041 shares

    0.07% of the 13F portfolio, value $690,794.

    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 102,718 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $807,363.

    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).