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Schechter Investment Advisors, LLC: CDAQF position timeline

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

Schechter Investment Advisors, LLC held 0 CDAQF shares at 2023-12-31 per its 13F-HR filed 2024-01-17.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -218,039 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-09-30
    13F 218,039 shares
    Change vs previous 13F -400 shares

    0.22% of the 13F portfolio, value $2,298,131.

    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).

  3. period ended2023-06-30
    13F/A 218,439 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,261,936.

    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).