Skip to content
Disclosery

Schechter Investment Advisors, LLC: IBAC position timeline

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

Schechter Investment Advisors, LLC held 283,579 IBAC 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 283,579 shares
    Change vs previous 13F -21,795 shares

    0.24% of the 13F portfolio, value $2,920,864.

    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 305,374 shares
    Change vs previous 13F -173,667 shares

    0.24% of the 13F portfolio, value $3,091,912.

    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 479,041 shares
    Change vs previous 13F -151,689 shares

    0.35% of the 13F portfolio, value $4,790,410.

    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 630,730 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $6,288,378.

    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).