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Schechter Investment Advisors, LLC: BDC position timeline

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

Schechter Investment Advisors, LLC held 16,589 BDC 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 16,589 shares
    Change vs previous 13F -2,870 shares

    0.14% of the 13F portfolio, value $1,663,047.

    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 19,459 shares
    Change vs previous 13F -442 shares

    0.17% of the 13F portfolio, value $2,191,278.

    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 19,901 shares
    Change vs previous 13F +58 shares

    0.17% of the 13F portfolio, value $2,331,004.

    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 19,843 shares
    Change vs previous 13F +452 shares

    0.14% of the 13F portfolio, value $1,861,273.

    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 19,391 shares
    Change vs previous 13F +3,320 shares

    0.13% of the 13F portfolio, value $1,795,801.

    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 16,071 shares
    Change vs previous 13F +4,260 shares

    0.11% of the 13F portfolio, value $1,241,485.

    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 11,811 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,140,352.

    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).