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Schechter Investment Advisors, LLC: META position timeline

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

Schechter Investment Advisors, LLC held 21,692 META 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 21,692 shares
    Change vs previous 13F -2,824 shares

    1.03% of the 13F portfolio, value $12,502,260.

    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 24,516 shares
    Change vs previous 13F -1,152 shares

    1.1% of the 13F portfolio, value $14,354,104.

    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 25,668 shares
    Change vs previous 13F -181 shares

    1.08% of the 13F portfolio, value $14,693,280.

    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 25,849 shares
    Change vs previous 13F -528 shares

    0.98% of the 13F portfolio, value $13,033,596.

    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 26,377 shares
    Change vs previous 13F +1,774 shares

    0.96% of the 13F portfolio, value $12,807,738.

    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 24,603 shares
    Change vs previous 13F +741 shares

    0.75% of the 13F portfolio, value $8,708,237.

    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 23,862 shares
    Change vs previous 13F +335 shares

    0.69% of the 13F portfolio, value $7,163,408.

    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 23,527 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $6,751,583.

    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).