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Schechter Investment Advisors, LLC: CLOX position timeline

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

Schechter Investment Advisors, LLC held 154,134 CLOX 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 154,134 shares
    Change vs previous 13F +1,923 shares

    0.32% of the 13F portfolio, value $3,931,949.

    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 152,211 shares
    Change vs previous 13F -23,806 shares

    0.3% of the 13F portfolio, value $3,875,286.

    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 176,017 shares
    Change vs previous 13F +26,391 shares

    0.33% of the 13F portfolio, value $4,497,222.

    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 149,626 shares
    Change vs previous 13F +49,422 shares

    0.29% of the 13F portfolio, value $3,822,953.

    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 100,204 shares
    Change vs previous 13F +81,204 shares

    0.19% of the 13F portfolio, value $2,555,708.

    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 19,000 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $480,514.

    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).