Skip to content
Disclosery

Schechter Investment Advisors, LLC: BP position timeline

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

Schechter Investment Advisors, LLC held 10,733 BP 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 10,733 shares
    Change vs previous 13F -1,382 shares

    0.03% of the 13F portfolio, value $362,643.

    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 12,115 shares
    Change vs previous 13F -13,000 shares

    0.03% of the 13F portfolio, value $358,109.

    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 25,115 shares
    Change vs previous 13F -16,611 shares

    0.06% of the 13F portfolio, value $788,350.

    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 41,726 shares
    Change vs previous 13F -3,689 shares

    0.11% of the 13F portfolio, value $1,506,300.

    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 45,415 shares
    Change vs previous 13F +2,869 shares

    0.13% of the 13F portfolio, value $1,711,225.

    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 42,546 shares
    Change vs previous 13F +2,255 shares

    0.13% of the 13F portfolio, value $1,506,112.

    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 40,291 shares
    Change vs previous 13F -6,511 shares

    0.15% of the 13F portfolio, value $1,560,051.

    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 46,802 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,651,639.

    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).