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Schechter Investment Advisors, LLC: E position timeline

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

Schechter Investment Advisors, LLC held 24,983 E 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 24,983 shares
    Change vs previous 13F -1,873 shares

    0.06% of the 13F portfolio, value $772,724.

    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 26,856 shares
    Change vs previous 13F -3,632 shares

    0.06% of the 13F portfolio, value $734,780.

    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 30,488 shares
    Change vs previous 13F +625 shares

    0.07% of the 13F portfolio, value $924,092.

    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 29,863 shares
    Change vs previous 13F +38 shares

    0.07% of the 13F portfolio, value $919,482.

    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 29,825 shares
    Change vs previous 13F +2,942 shares

    0.07% of the 13F portfolio, value $946,049.

    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 26,883 shares
    Change vs previous 13F -7,867 shares

    0.08% of the 13F portfolio, value $914,291.

    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 34,750 shares
    Change vs previous 13F -958 shares

    0.11% of the 13F portfolio, value $1,109,221.

    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 35,708 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,028,033.

    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).