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Schechter Investment Advisors, LLC: ERIC position timeline

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

Schechter Investment Advisors, LLC held 18,476 ERIC 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 18,476 shares
    Change vs previous 13F +1,609 shares

    0.01% of the 13F portfolio, value $143,377.

    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 16,867 shares
    Change vs previous 13F +75 shares

    0.01% of the 13F portfolio, value $135,952.

    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 16,792 shares
    Change vs previous 13F +5,101 shares

    0.01% of the 13F portfolio, value $127,282.

    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 11,691 shares
    Change vs previous 13F +551 shares

    0.01% of the 13F portfolio, value $72,133.

    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 11,140 shares
    Change vs previous 13F -1,559 shares

    <0.01% of the 13F portfolio, value $61,381.

    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 12,699 shares
    Change vs previous 13F +46 shares

    0.01% of the 13F portfolio, value $80,003.

    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 12,653 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $61,494.

    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).