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Schechter Investment Advisors, LLC: CMCSA position timeline

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

Schechter Investment Advisors, LLC held 39,979 CMCSA 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 39,979 shares
    Change vs previous 13F -6,366 shares

    0.12% of the 13F portfolio, value $1,475,238.

    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 46,345 shares
    Change vs previous 13F -3,717 shares

    0.13% of the 13F portfolio, value $1,739,347.

    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 50,062 shares
    Change vs previous 13F +1,483 shares

    0.15% of the 13F portfolio, value $2,091,106.

    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 48,579 shares
    Change vs previous 13F -534 shares

    0.14% of the 13F portfolio, value $1,902,356.

    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 49,113 shares
    Change vs previous 13F -939 shares

    0.16% of the 13F portfolio, value $2,129,048.

    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 50,052 shares
    Change vs previous 13F +59 shares

    0.19% of the 13F portfolio, value $2,194,780.

    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).

  7. period ended2023-09-30
    13F 49,993 shares
    Change vs previous 13F +779 shares

    0.21% of the 13F portfolio, value $2,216,689.

    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).

  8. period ended2023-06-30
    13F/A 49,214 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,044,842.

    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).