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Schechter Investment Advisors, LLC: LYG position timeline

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

Schechter Investment Advisors, LLC held 41,494 LYG 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 41,494 shares
    Change vs previous 13F -10,001 shares

    0.01% of the 13F portfolio, value $158,507.

    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 51,495 shares
    Change vs previous 13F -5,417 shares

    0.01% of the 13F portfolio, value $140,066.

    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 56,912 shares
    Change vs previous 13F +5,947 shares

    0.01% of the 13F portfolio, value $177,565.

    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 50,965 shares
    Change vs previous 13F +5,175 shares

    0.01% of the 13F portfolio, value $139,134.

    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 45,790 shares
    Change vs previous 13F -4,113 shares

    0.01% of the 13F portfolio, value $118,596.

    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 49,903 shares
    Change vs previous 13F +3,522 shares

    0.01% of the 13F portfolio, value $119,269.

    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 46,381 shares
    Change vs previous 13F -13,054 shares

    0.01% of the 13F portfolio, value $98,792.

    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 59,435 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $130,757.

    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).