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Schechter Investment Advisors, LLC: DY position timeline

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

Schechter Investment Advisors, LLC held 7,181 DY 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 7,181 shares
    Change vs previous 13F -1,360 shares

    0.09% of the 13F portfolio, value $1,093,954.

    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 8,541 shares
    Change vs previous 13F -855 shares

    0.11% of the 13F portfolio, value $1,486,646.

    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 9,396 shares
    Change vs previous 13F -3,354 shares

    0.14% of the 13F portfolio, value $1,851,952.

    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 12,750 shares
    Change vs previous 13F -7,265 shares

    0.16% of the 13F portfolio, value $2,151,690.

    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 20,015 shares
    Change vs previous 13F -276 shares

    0.21% of the 13F portfolio, value $2,872,753.

    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 20,291 shares
    Change vs previous 13F -893 shares

    0.2% of the 13F portfolio, value $2,335,291.

    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 21,184 shares
    Change vs previous 13F +210 shares

    0.18% of the 13F portfolio, value $1,885,376.

    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 20,974 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,383,695.

    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).