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Schechter Investment Advisors, LLC: CRM position timeline

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

Schechter Investment Advisors, LLC held 7,453 CRM 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 7,453 shares
    Change vs previous 13F -1,162 shares

    0.16% of the 13F portfolio, value $2,000,090.

    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 8,615 shares
    Change vs previous 13F -267 shares

    0.22% of the 13F portfolio, value $2,880,256.

    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 8,882 shares
    Change vs previous 13F -6,696 shares

    0.18% of the 13F portfolio, value $2,431,094.

    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 15,578 shares
    Change vs previous 13F -1,081 shares

    0.3% of the 13F portfolio, value $4,005,104.

    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 16,659 shares
    Change vs previous 13F +2,606 shares

    0.38% of the 13F portfolio, value $5,017,358.

    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 14,053 shares
    Change vs previous 13F -620 shares

    0.32% of the 13F portfolio, value $3,697,907.

    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 14,673 shares
    Change vs previous 13F +470 shares

    0.29% of the 13F portfolio, value $2,975,391.

    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 14,203 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,000,526.

    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).