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Schechter Investment Advisors, LLC: IJR position timeline

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

Schechter Investment Advisors, LLC held 20,844 IJR 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 20,844 shares
    Change vs previous 13F +13,640 shares

    0.18% of the 13F portfolio, value $2,179,680.

    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 7,204 shares
    Change vs previous 13F -6,328 shares

    0.06% of the 13F portfolio, value $830,077.

    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 13,532 shares
    Change vs previous 13F -7,115 shares

    0.12% of the 13F portfolio, value $1,582,652.

    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 20,647 shares
    Change vs previous 13F +10,044 shares

    0.17% of the 13F portfolio, value $2,202,188.

    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 10,603 shares
    Change vs previous 13F -9,047 shares

    0.09% of the 13F portfolio, value $1,171,862.

    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 19,650 shares
    Change vs previous 13F -2,059 shares

    0.18% of the 13F portfolio, value $2,127,076.

    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 21,709 shares
    Change vs previous 13F +7,368 shares

    0.2% of the 13F portfolio, value $2,047,845.

    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 14,341 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,429,035.

    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).