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Schechter Investment Advisors, LLC: CME position timeline

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

Schechter Investment Advisors, LLC held 34,524 CME 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 34,524 shares
    Change vs previous 13F -10,575 shares

    0.75% of the 13F portfolio, value $9,158,742.

    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 45,099 shares
    Change vs previous 13F -608 shares

    0.8% of the 13F portfolio, value $10,473,311.

    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 45,707 shares
    Change vs previous 13F +261 shares

    0.74% of the 13F portfolio, value $10,085,290.

    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 45,446 shares
    Change vs previous 13F -1,614 shares

    0.67% of the 13F portfolio, value $8,934,814.

    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 47,060 shares
    Change vs previous 13F -58 shares

    0.76% of the 13F portfolio, value $10,131,690.

    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 47,118 shares
    Change vs previous 13F -351 shares

    0.86% of the 13F portfolio, value $9,923,190.

    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 47,469 shares
    Change vs previous 13F +274 shares

    0.92% of the 13F portfolio, value $9,504,376.

    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 47,195 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $8,744,883.

    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).