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Schechter Investment Advisors, LLC: CAE position timeline

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

Schechter Investment Advisors, LLC held 35,064 CAE 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 35,064 shares
    Change vs previous 13F -9,983 shares

    0.07% of the 13F portfolio, value $862,224.

    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 45,047 shares
    Change vs previous 13F +666 shares

    0.09% of the 13F portfolio, value $1,143,293.

    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 44,381 shares
    Change vs previous 13F +1,409 shares

    0.06% of the 13F portfolio, value $832,144.

    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 42,972 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $798,420.

    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).