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Schechter Investment Advisors, LLC: FLOT position timeline

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

Schechter Investment Advisors, LLC held 90,365 FLOT 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 90,365 shares
    Change vs previous 13F +3,538 shares

    0.38% of the 13F portfolio, value $4,613,133.

    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 86,827 shares
    Change vs previous 13F -4,683 shares

    0.34% of the 13F portfolio, value $4,417,758.

    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 91,510 shares
    Change vs previous 13F +4,174 shares

    0.34% of the 13F portfolio, value $4,670,670.

    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 87,336 shares
    Change vs previous 13F +2,019 shares

    0.34% of the 13F portfolio, value $4,461,997.

    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 85,317 shares
    Change vs previous 13F -697 shares

    0.33% of the 13F portfolio, value $4,356,286.

    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 86,014 shares
    Change vs previous 13F +2,858 shares

    0.38% of the 13F portfolio, value $4,354,029.

    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 83,156 shares
    Change vs previous 13F -672 shares

    0.41% of the 13F portfolio, value $4,231,809.

    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 83,828 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $4,260,139.

    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).