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Disclosery

Schechter Investment Advisors, LLC: KDP position timeline

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

Schechter Investment Advisors, LLC held 0 KDP shares at 2024-03-31 per its 13F-HR filed 2024-05-06.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -13,434 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-12-31
    13F 13,434 shares
    Change vs previous 13F -7,464 shares

    0.04% of the 13F portfolio, value $447,621.

    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).

  3. period ended2023-09-30
    13F 20,898 shares
    Change vs previous 13F +7,227 shares

    0.06% of the 13F portfolio, value $659,750.

    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).

  4. period ended2023-06-30
    13F/A 13,671 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $427,492.

    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).