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Schechter Investment Advisors, LLC: CAPN position timeline

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

Schechter Investment Advisors, LLC held 124,300 CAPN 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 124,300 shares
    Change vs previous 13F -4,900 shares

    0.1% of the 13F portfolio, value $1,267,860.

    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 129,200 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,298,460.

    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).