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Schechter Investment Advisors, LLC: DAL position timeline

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

Schechter Investment Advisors, LLC held 11,505 DAL 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 11,505 shares
    Change vs previous 13F -7,495 shares

    0.04% of the 13F portfolio, value $501,614.

    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 19,000 shares
    Change vs previous 13F +7,221 shares

    0.09% of the 13F portfolio, value $1,149,499.

    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 11,779 shares
    Change vs previous 13F -5,373 shares

    0.04% of the 13F portfolio, value $598,255.

    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 17,152 shares
    Change vs previous 13F -1,267 shares

    0.06% of the 13F portfolio, value $813,690.

    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 18,419 shares
    Change vs previous 13F -198 shares

    0.07% of the 13F portfolio, value $881,717.

    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 18,617 shares
    Change vs previous 13F -3,015 shares

    0.06% of the 13F portfolio, value $748,971.

    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 21,632 shares
    Change vs previous 13F -891 shares

    0.08% of the 13F portfolio, value $800,381.

    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 22,523 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,070,767.

    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).