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Schechter Investment Advisors, LLC: KGC position timeline

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

Schechter Investment Advisors, LLC held 55,522 KGC 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 55,522 shares
    Change vs previous 13F +15,953 shares

    0.06% of the 13F portfolio, value $700,135.

    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 39,569 shares
    Change vs previous 13F +1,080 shares

    0.03% of the 13F portfolio, value $366,806.

    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 38,489 shares
    Change vs previous 13F +15,040 shares

    0.03% of the 13F portfolio, value $360,257.

    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 23,449 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $195,095.

    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).