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Schechter Investment Advisors, LLC: COST position timeline

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

Schechter Investment Advisors, LLC held 6,122 COST 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 6,122 shares
    Change vs previous 13F -1,720 shares

    0.48% of the 13F portfolio, value $5,790,110.

    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 7,842 shares
    Change vs previous 13F -517 shares

    0.55% of the 13F portfolio, value $7,185,259.

    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 8,359 shares
    Change vs previous 13F -110 shares

    0.55% of the 13F portfolio, value $7,409,997.

    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 8,469 shares
    Change vs previous 13F -115 shares

    0.54% of the 13F portfolio, value $7,198,694.

    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 8,584 shares
    Change vs previous 13F +9 shares

    0.47% of the 13F portfolio, value $6,288,952.

    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 8,575 shares
    Change vs previous 13F +11 shares

    0.49% of the 13F portfolio, value $5,660,654.

    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 8,564 shares
    Change vs previous 13F +223 shares

    0.47% of the 13F portfolio, value $4,838,422.

    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 8,341 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $4,490,420.

    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).