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Schechter Investment Advisors, LLC: GBDC position timeline

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

Schechter Investment Advisors, LLC held 325,337 GBDC 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 325,337 shares
    Change vs previous 13F +100,000 shares

    0.41% of the 13F portfolio, value $4,925,602.

    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 225,337 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $3,416,109.

    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 225,337 shares
    Change vs previous 13F +102,922 shares

    0.25% of the 13F portfolio, value $3,404,842.

    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 122,415 shares
    Change vs previous 13F -1,303 shares

    0.14% of the 13F portfolio, value $1,923,140.

    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 123,718 shares
    Change vs previous 13F -9,256 shares

    0.15% of the 13F portfolio, value $2,057,430.

    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 132,974 shares
    Change vs previous 13F -18,934 shares

    0.17% of the 13F portfolio, value $2,007,909.

    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 151,908 shares
    Change vs previous 13F +13,425 shares

    0.22% of the 13F portfolio, value $2,228,487.

    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 138,483 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,869,524.

    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).