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Schechter Investment Advisors, LLC: HDB position timeline

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

Schechter Investment Advisors, LLC held 17,074 HDB 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 17,074 shares
    Change vs previous 13F -4,148 shares

    0.09% of the 13F portfolio, value $1,134,417.

    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 21,222 shares
    Change vs previous 13F -103 shares

    0.1% of the 13F portfolio, value $1,355,257.

    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 21,325 shares
    Change vs previous 13F +6,559 shares

    0.1% of the 13F portfolio, value $1,334,112.

    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 14,766 shares
    Change vs previous 13F +7,895 shares

    0.07% of the 13F portfolio, value $949,897.

    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 6,871 shares
    Change vs previous 13F -5,861 shares

    0.03% of the 13F portfolio, value $384,570.

    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 12,732 shares
    Change vs previous 13F +1,079 shares

    0.07% of the 13F portfolio, value $854,425.

    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 11,653 shares
    Change vs previous 13F +1,050 shares

    0.07% of the 13F portfolio, value $687,626.

    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 10,603 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $739,007.

    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).