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Schechter Investment Advisors, LLC: ISRG position timeline

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

Schechter Investment Advisors, LLC held 3,590 ISRG 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 3,590 shares
    Change vs previous 13F -557 shares

    0.15% of the 13F portfolio, value $1,777,854.

    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 4,147 shares
    Change vs previous 13F -17 shares

    0.17% of the 13F portfolio, value $2,164,394.

    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 4,164 shares
    Change vs previous 13F -292 shares

    0.15% of the 13F portfolio, value $2,045,485.

    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 4,456 shares
    Change vs previous 13F -28 shares

    0.15% of the 13F portfolio, value $1,982,102.

    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 4,484 shares
    Change vs previous 13F -338 shares

    0.13% of the 13F portfolio, value $1,789,386.

    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 4,822 shares
    Change vs previous 13F +224 shares

    0.14% of the 13F portfolio, value $1,626,637.

    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 4,598 shares
    Change vs previous 13F +150 shares

    0.13% of the 13F portfolio, value $1,343,852.

    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 4,448 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,520,835.

    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).