Schechter Investment Advisors, LLC: LPLA position timeline

Schechter Investment Advisors, LLC held 2,159 LPLA 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 2,159 shares

   Change vs previous 13F -602 shares

   0.06% of the 13F portfolio, value $706,297.

   13F-HR 0001951586-25-000003 filed by Schechter Investment Advisors, LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-12-31

   13F 2,761 shares

   Change vs previous 13F +1,655 shares

   0.07% of the 13F portfolio, value $901,494.

   13F-HR 0001951586-25-000001 filed by Schechter Investment Advisors, LLC
   Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-09-30

   13F 1,106 shares

   Change vs previous 13F -99 shares

   0.02% of the 13F portfolio, value $257,289.

   13F-HR 0001951586-24-000004 filed by Schechter Investment Advisors, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-06-30

   13F 1,205 shares

   Change vs previous 13F +167 shares

   0.03% of the 13F portfolio, value $336,557.

   13F-HR 0001951586-24-000003 filed by Schechter Investment Advisors, LLC
   Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-03-31

   13F 1,038 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $274,240.

   13F-HR 0001951586-24-000002 filed by Schechter Investment Advisors, LLC
   Filed 2024-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).