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Schechter Investment Advisors, LLC: KVACF position timeline

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

Schechter Investment Advisors, LLC held 0 KVACF shares at 2024-12-31 per its 13F-HR filed 2025-02-06.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 0 shares
    Change vs previous 13F -393,952 shares

    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).

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

  2. period ended2024-09-30
    13F 393,952 shares
    Change vs previous 13F -104,064 shares

    0.31% of the 13F portfolio, value $4,238,924.

    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).

  3. period ended2024-06-30
    13F 498,016 shares
    Change vs previous 13F -318,375 shares

    0.4% of the 13F portfolio, value $5,269,507.

    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).

  4. period ended2024-03-31
    13F 816,391 shares
    Change vs previous 13F +599,880 shares

    0.64% of the 13F portfolio, value $8,531,286.

    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).

  5. period ended2023-12-31
    13F 216,511 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,236,559.

    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).