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Schechter Investment Advisors, LLC: GRFS position timeline

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

Schechter Investment Advisors, LLC held 108,110 GRFS 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 108,110 shares
    Change vs previous 13F +18,066 shares

    0.06% of the 13F portfolio, value $768,662.

    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 90,044 shares
    Change vs previous 13F -30,358 shares

    0.05% of the 13F portfolio, value $669,927.

    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 120,402 shares
    Change vs previous 13F +38,578 shares

    0.08% of the 13F portfolio, value $1,069,170.

    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 81,824 shares
    Change vs previous 13F +69,738 shares

    0.04% of the 13F portfolio, value $515,900.

    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 12,086 shares
    Change vs previous 13F -76,159 shares

    0.01% of the 13F portfolio, value $80,734.

    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 88,245 shares
    Change vs previous 13F -9,154 shares

    0.09% of the 13F portfolio, value $1,020,113.

    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 97,399 shares
    Change vs previous 13F -3,089 shares

    0.09% of the 13F portfolio, value $890,227.

    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 100,488 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $920,470.

    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).