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Schechter Investment Advisors, LLC: HD position timeline

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

Schechter Investment Advisors, LLC held 8,133 HD 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 8,133 shares
    Change vs previous 13F -2,162 shares

    0.25% of the 13F portfolio, value $2,980,504.

    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 10,295 shares
    Change vs previous 13F -456 shares

    0.31% of the 13F portfolio, value $4,004,773.

    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 10,751 shares
    Change vs previous 13F +1,710 shares

    0.32% of the 13F portfolio, value $4,356,324.

    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 9,041 shares
    Change vs previous 13F +149 shares

    0.23% of the 13F portfolio, value $3,112,211.

    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 8,892 shares
    Change vs previous 13F -4 shares

    0.26% of the 13F portfolio, value $3,410,854.

    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 8,896 shares
    Change vs previous 13F +40 shares

    0.27% of the 13F portfolio, value $3,082,806.

    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 8,856 shares
    Change vs previous 13F +863 shares

    0.26% of the 13F portfolio, value $2,676,030.

    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 7,993 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,482,934.

    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).