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Schechter Investment Advisors, LLC: MSFT position timeline

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

Schechter Investment Advisors, LLC held 50,796 MSFT 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 50,796 shares
    Change vs previous 13F -13,469 shares

    1.57% of the 13F portfolio, value $19,068,147.

    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 64,265 shares
    Change vs previous 13F -1,876 shares

    2.07% of the 13F portfolio, value $27,087,544.

    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 66,141 shares
    Change vs previous 13F -1,448 shares

    2.1% of the 13F portfolio, value $28,460,760.

    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 67,589 shares
    Change vs previous 13F +714 shares

    2.28% of the 13F portfolio, value $30,208,872.

    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 66,875 shares
    Change vs previous 13F +7,597 shares

    2.11% of the 13F portfolio, value $28,135,374.

    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 59,278 shares
    Change vs previous 13F +12 shares

    1.93% of the 13F portfolio, value $22,290,902.

    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 59,266 shares
    Change vs previous 13F +3,734 shares

    1.81% of the 13F portfolio, value $18,713,193.

    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 55,532 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $18,910,759.

    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).