Schechter Investment Advisors, LLC: BSV position timeline

Schechter Investment Advisors, LLC held 12,913 BSV 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 12,913 shares

   Change vs previous 13F +2 shares

   0.08% of the 13F portfolio, value $1,010,847.

   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 12,911 shares

   Change vs previous 13F -1,264 shares

   0.08% of the 13F portfolio, value $997,607.

   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 14,175 shares

   Change vs previous 13F -288 shares

   0.08% of the 13F portfolio, value $1,115,440.

   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 14,463 shares

   Change vs previous 13F -740 shares

   0.08% of the 13F portfolio, value $1,109,312.

   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 15,203 shares

   Change vs previous 13F -599 shares

   0.09% of the 13F portfolio, value $1,165,611.

   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 15,802 shares

   Change vs previous 13F -844 shares

   0.11% of the 13F portfolio, value $1,217,095.

   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 16,646 shares

   Change vs previous 13F +92 shares

   0.12% of the 13F portfolio, value $1,251,273.

   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 16,554 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $1,250,957.

   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).