Skip to content
Disclosery

Schechter Investment Advisors, LLC: LLY position timeline

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

Schechter Investment Advisors, LLC held 7,433 LLY 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 7,433 shares
    Change vs previous 13F -290 shares

    0.51% of the 13F portfolio, value $6,138,735.

    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 7,723 shares
    Change vs previous 13F +630 shares

    0.46% of the 13F portfolio, value $5,961,812.

    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 7,093 shares
    Change vs previous 13F +13 shares

    0.46% of the 13F portfolio, value $6,284,348.

    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 7,080 shares
    Change vs previous 13F +14 shares

    0.48% of the 13F portfolio, value $6,410,368.

    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 7,066 shares
    Change vs previous 13F +64 shares

    0.41% of the 13F portfolio, value $5,497,209.

    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 7,002 shares
    Change vs previous 13F +5 shares

    0.35% of the 13F portfolio, value $4,081,775.

    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 6,997 shares
    Change vs previous 13F +574 shares

    0.36% of the 13F portfolio, value $3,758,319.

    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 6,423 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,012,166.

    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).