Schechter Investment Advisors, LLC: DEO position timeline

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

Schechter Investment Advisors, LLC held 0 DEO shares at 2024-12-31 per its 13F-HR filed 2025-02-06.

the latest 13F is the newest step

period ended2024-12-31
13F 0 shares
Change vs previous 13F -1,855 shares
13F-HR 0001951586-25-000001 filed by Schechter Investment Advisors, LLC
Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2024-09-30
13F 1,855 shares
Change vs previous 13F +244 shares
0.02% of the 13F portfolio, value $260,331.
13F-HR 0001951586-24-000004 filed by Schechter Investment Advisors, LLC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-06-30
13F 1,611 shares
Change vs previous 13F -819 shares
0.02% of the 13F portfolio, value $203,127.
13F-HR 0001951586-24-000003 filed by Schechter Investment Advisors, LLC
Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 2,430 shares
Change vs previous 13F +678 shares
0.03% of the 13F portfolio, value $361,439.
13F-HR 0001951586-24-000002 filed by Schechter Investment Advisors, LLC
Filed 2024-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F 1,752 shares
Change vs previous 13F -386 shares
0.02% of the 13F portfolio, value $255,197.
13F-HR 0001951586-24-000001 filed by Schechter Investment Advisors, LLC
Filed 2024-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 2,138 shares
Change vs previous 13F +143 shares
0.03% of the 13F portfolio, value $318,947.
13F-HR 0001951586-23-000007 filed by Schechter Investment Advisors, LLC
Filed 2023-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-06-30
13F/A 1,995 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $346,092.
13F-HR/A 0001951586-23-000005 filed by Schechter Investment Advisors, LLC
Filed 2023-07-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).