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Schechter Investment Advisors, LLC: CLOZ position timeline

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

Schechter Investment Advisors, LLC held 1,623,358 CLOZ 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 1,623,358 shares
    Change vs previous 13F +281,081 shares

    3.55% of the 13F portfolio, value $43,132,615.

    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 1,342,277 shares
    Change vs previous 13F +301,278 shares

    2.77% of the 13F portfolio, value $36,174,377.

    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 1,040,999 shares
    Change vs previous 13F +224,051 shares

    2.06% of the 13F portfolio, value $27,982,065.

    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 816,948 shares
    Change vs previous 13F +229,947 shares

    1.66% of the 13F portfolio, value $22,008,571.

    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 587,001 shares
    Change vs previous 13F +266,477 shares

    1.18% of the 13F portfolio, value $15,728,694.

    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 320,524 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $8,461,845.

    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).