Skip to content
Disclosery

Schechter Investment Advisors, LLC: IVV position timeline

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

Schechter Investment Advisors, LLC held 5,967 IVV 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 5,967 shares
    Change vs previous 13F +3,042 shares

    0.28% of the 13F portfolio, value $3,353,108.

    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 2,925 shares
    Change vs previous 13F +99 shares

    0.13% of the 13F portfolio, value $1,721,957.

    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 2,826 shares
    Change vs previous 13F -81 shares

    0.12% of the 13F portfolio, value $1,629,940.

    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 2,907 shares
    Change vs previous 13F -7 shares

    0.12% of the 13F portfolio, value $1,590,975.

    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 2,914 shares
    Change vs previous 13F -514 shares

    0.11% of the 13F portfolio, value $1,531,984.

    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 3,428 shares
    Change vs previous 13F +40 shares

    0.14% of the 13F portfolio, value $1,637,162.

    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 3,388 shares
    Change vs previous 13F +687 shares

    0.14% of the 13F portfolio, value $1,454,969.

    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 2,701 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,203,925.

    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).