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Schechter Investment Advisors, LLC: DAR position timeline

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

Schechter Investment Advisors, LLC held 57,880 DAR 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 57,880 shares
    Change vs previous 13F -787 shares

    0.15% of the 13F portfolio, value $1,808,171.

    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 58,667 shares
    Change vs previous 13F +27,092 shares

    0.15% of the 13F portfolio, value $1,976,491.

    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 31,575 shares
    Change vs previous 13F -9,004 shares

    0.09% of the 13F portfolio, value $1,173,327.

    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 40,579 shares
    Change vs previous 13F -2,594 shares

    0.11% of the 13F portfolio, value $1,491,278.

    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 43,173 shares
    Change vs previous 13F +11,827 shares

    0.15% of the 13F portfolio, value $2,007,976.

    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 31,346 shares
    Change vs previous 13F -8,100 shares

    0.14% of the 13F portfolio, value $1,562,285.

    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 39,446 shares
    Change vs previous 13F +4,414 shares

    0.2% of the 13F portfolio, value $2,059,081.

    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 35,032 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,234,691.

    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).