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Schechter Investment Advisors, LLC: CMI position timeline

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

Schechter Investment Advisors, LLC held 2,969 CMI 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 2,969 shares
    Change vs previous 13F -780 shares

    0.08% of the 13F portfolio, value $930,618.

    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 3,749 shares
    Change vs previous 13F -75 shares

    0.1% of the 13F portfolio, value $1,306,910.

    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 3,824 shares
    Change vs previous 13F -389 shares

    0.09% of the 13F portfolio, value $1,238,177.

    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 4,213 shares
    Change vs previous 13F +73 shares

    0.09% of the 13F portfolio, value $1,166,706.

    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 4,140 shares
    Change vs previous 13F -58 shares

    0.09% of the 13F portfolio, value $1,219,851.

    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 4,198 shares
    Change vs previous 13F -100 shares

    0.09% of the 13F portfolio, value $1,005,715.

    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 4,298 shares
    Change vs previous 13F +11 shares

    0.1% of the 13F portfolio, value $981,921.

    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 4,287 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,051,001.

    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).