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Schechter Investment Advisors, LLC: BRK-B position timeline

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

Schechter Investment Advisors, LLC held 19,558 BRK-B 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 19,558 shares
    Change vs previous 13F -1,992 shares

    0.86% of the 13F portfolio, value $10,416,456.

    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 21,550 shares
    Change vs previous 13F -466 shares

    0.75% of the 13F portfolio, value $9,768,402.

    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 22,016 shares
    Change vs previous 13F -3,014 shares

    0.75% of the 13F portfolio, value $10,133,307.

    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 25,030 shares
    Change vs previous 13F +52 shares

    0.77% of the 13F portfolio, value $10,182,401.

    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 24,978 shares
    Change vs previous 13F +3,099 shares

    0.79% of the 13F portfolio, value $10,503,952.

    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 21,879 shares
    Change vs previous 13F -841 shares

    0.68% of the 13F portfolio, value $7,803,536.

    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 22,720 shares
    Change vs previous 13F -500 shares

    0.77% of the 13F portfolio, value $7,958,985.

    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 23,220 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $7,918,184.

    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).