Skip to content
Disclosery

Schechter Investment Advisors, LLC: DIS position timeline

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

Schechter Investment Advisors, LLC held 16,966 DIS 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 16,966 shares
    Change vs previous 13F -1,591 shares

    0.14% of the 13F portfolio, value $1,674,597.

    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 18,557 shares
    Change vs previous 13F +4,258 shares

    0.16% of the 13F portfolio, value $2,066,331.

    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 14,299 shares
    Change vs previous 13F -1,782 shares

    0.1% of the 13F portfolio, value $1,375,429.

    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 16,081 shares
    Change vs previous 13F +698 shares

    0.12% of the 13F portfolio, value $1,596,686.

    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 15,383 shares
    Change vs previous 13F +1,525 shares

    0.14% of the 13F portfolio, value $1,882,267.

    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 13,858 shares
    Change vs previous 13F +4,635 shares

    0.11% of the 13F portfolio, value $1,251,239.

    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 9,223 shares
    Change vs previous 13F -1,444 shares

    0.07% of the 13F portfolio, value $747,525.

    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 10,667 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $952,349.

    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).