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Schechter Investment Advisors, LLC: MA position timeline

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

Schechter Investment Advisors, LLC held 8,085 MA 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 8,085 shares
    Change vs previous 13F -1,968 shares

    0.36% of the 13F portfolio, value $4,431,523.

    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 10,053 shares
    Change vs previous 13F -500 shares

    0.41% of the 13F portfolio, value $5,293,546.

    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 10,553 shares
    Change vs previous 13F -4,848 shares

    0.38% of the 13F portfolio, value $5,210,984.

    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 15,401 shares
    Change vs previous 13F -60 shares

    0.51% of the 13F portfolio, value $6,794,204.

    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 15,461 shares
    Change vs previous 13F +5,767 shares

    0.56% of the 13F portfolio, value $7,445,428.

    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 9,694 shares
    Change vs previous 13F -542 shares

    0.36% of the 13F portfolio, value $4,134,638.

    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 10,236 shares
    Change vs previous 13F +282 shares

    0.39% of the 13F portfolio, value $4,052,539.

    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 9,954 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,914,876.

    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).