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Schechter Investment Advisors, LLC: CVE position timeline

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

Schechter Investment Advisors, LLC held 18,164 CVE 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 18,164 shares
    Change vs previous 13F -5,885 shares

    0.02% of the 13F portfolio, value $252,662.

    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 24,049 shares
    Change vs previous 13F -12,927 shares

    0.03% of the 13F portfolio, value $364,340.

    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 36,976 shares
    Change vs previous 13F -8,263 shares

    0.05% of the 13F portfolio, value $618,602.

    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 45,239 shares
    Change vs previous 13F -145 shares

    0.07% of the 13F portfolio, value $889,390.

    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 45,384 shares
    Change vs previous 13F +9,191 shares

    0.07% of the 13F portfolio, value $907,227.

    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 36,193 shares
    Change vs previous 13F -3,157 shares

    0.05% of the 13F portfolio, value $602,618.

    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 39,350 shares
    Change vs previous 13F +611 shares

    0.08% of the 13F portfolio, value $819,261.

    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 38,739 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $657,788.

    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).