Schechter Investment Advisors, LLC: BOOT position timeline

Schechter Investment Advisors, LLC held 14,114 BOOT 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 14,114 shares

   Change vs previous 13F +3,490 shares

   0.12% of the 13F portfolio, value $1,516,267.

   13F-HR 0001951586-25-000003 filed by Schechter Investment Advisors, LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-12-31

   13F 10,624 shares

   Change vs previous 13F -1,727 shares

   0.12% of the 13F portfolio, value $1,612,936.

   13F-HR 0001951586-25-000001 filed by Schechter Investment Advisors, LLC
   Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-09-30

   13F 12,351 shares

   Change vs previous 13F -3,248 shares

   0.15% of the 13F portfolio, value $2,066,075.

   13F-HR 0001951586-24-000004 filed by Schechter Investment Advisors, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-06-30

   13F 15,599 shares

   Change vs previous 13F -7,168 shares

   0.15% of the 13F portfolio, value $2,011,179.

   13F-HR 0001951586-24-000003 filed by Schechter Investment Advisors, LLC
   Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-03-31

   13F 22,767 shares

   Change vs previous 13F +1,816 shares

   0.16% of the 13F portfolio, value $2,166,280.

   13F-HR 0001951586-24-000002 filed by Schechter Investment Advisors, LLC
   Filed 2024-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-12-31

   13F 20,951 shares

   Change vs previous 13F +2,579 shares

   0.14% of the 13F portfolio, value $1,608,199.

   13F-HR 0001951586-24-000001 filed by Schechter Investment Advisors, LLC
   Filed 2024-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-09-30

   13F 18,372 shares

   Change vs previous 13F -1,121 shares

   0.14% of the 13F portfolio, value $1,491,623.

   13F-HR 0001951586-23-000007 filed by Schechter Investment Advisors, LLC
   Filed 2023-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-06-30

   13F/A 19,493 shares

   Change vs previous 13F not available

   0.15% of the 13F portfolio, value $1,650,862.

   13F-HR/A 0001951586-23-000005 filed by Schechter Investment Advisors, LLC
   Filed 2023-07-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).