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Schechter Investment Advisors, LLC: IGF position timeline

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

Schechter Investment Advisors, LLC held 59,320 IGF 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 59,320 shares
    Change vs previous 13F +363 shares

    0.27% of the 13F portfolio, value $3,243,024.

    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 58,957 shares
    Change vs previous 13F -655 shares

    0.24% of the 13F portfolio, value $3,081,682.

    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 59,612 shares
    Change vs previous 13F -5,178 shares

    0.24% of the 13F portfolio, value $3,244,681.

    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 64,790 shares
    Change vs previous 13F +971 shares

    0.23% of the 13F portfolio, value $3,104,737.

    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 63,819 shares
    Change vs previous 13F -55 shares

    0.23% of the 13F portfolio, value $3,039,061.

    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 63,874 shares
    Change vs previous 13F -3,392 shares

    0.26% of the 13F portfolio, value $3,005,272.

    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 67,266 shares
    Change vs previous 13F +4,503 shares

    0.28% of the 13F portfolio, value $2,911,945.

    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 62,763 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,946,723.

    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).