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Schechter Investment Advisors, LLC: GSK position timeline

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

Schechter Investment Advisors, LLC held 57,025 GSK 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 57,025 shares
    Change vs previous 13F -295 shares

    0.18% of the 13F portfolio, value $2,209,149.

    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 57,320 shares
    Change vs previous 13F +7,585 shares

    0.15% of the 13F portfolio, value $1,938,547.

    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 49,735 shares
    Change vs previous 13F -312 shares

    0.15% of the 13F portfolio, value $2,033,176.

    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 50,047 shares
    Change vs previous 13F -361 shares

    0.15% of the 13F portfolio, value $1,926,808.

    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 50,408 shares
    Change vs previous 13F +13,765 shares

    0.16% of the 13F portfolio, value $2,160,977.

    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 36,643 shares
    Change vs previous 13F +40 shares

    0.12% of the 13F portfolio, value $1,358,006.

    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 36,603 shares
    Change vs previous 13F +4,847 shares

    0.13% of the 13F portfolio, value $1,326,871.

    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 31,756 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,131,788.

    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).