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Schechter Investment Advisors, LLC: DUK position timeline

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

Schechter Investment Advisors, LLC held 10,848 DUK 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 10,848 shares
    Change vs previous 13F -218 shares

    0.11% of the 13F portfolio, value $1,323,125.

    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 11,066 shares
    Change vs previous 13F -165 shares

    0.09% of the 13F portfolio, value $1,192,215.

    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 11,231 shares
    Change vs previous 13F -50 shares

    0.1% of the 13F portfolio, value $1,294,896.

    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 11,281 shares
    Change vs previous 13F +37 shares

    0.09% of the 13F portfolio, value $1,130,661.

    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 11,244 shares
    Change vs previous 13F +141 shares

    0.08% of the 13F portfolio, value $1,087,374.

    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 11,103 shares
    Change vs previous 13F +173 shares

    0.09% of the 13F portfolio, value $1,077,403.

    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 10,930 shares
    Change vs previous 13F +2,026 shares

    0.09% of the 13F portfolio, value $964,652.

    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 8,904 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $799,015.

    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).