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Schechter Investment Advisors, LLC: FND position timeline

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

Schechter Investment Advisors, LLC held 8,858 FND 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 8,858 shares
    Change vs previous 13F +1,253 shares

    0.06% of the 13F portfolio, value $712,803.

    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 7,605 shares
    Change vs previous 13F +137 shares

    0.06% of the 13F portfolio, value $758,219.

    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 7,468 shares
    Change vs previous 13F +2,827 shares

    0.07% of the 13F portfolio, value $927,302.

    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 4,641 shares
    Change vs previous 13F +4 shares

    0.03% of the 13F portfolio, value $461,362.

    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 4,637 shares
    Change vs previous 13F +180 shares

    0.04% of the 13F portfolio, value $601,048.

    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 4,457 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $497,223.

    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).