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Schechter Investment Advisors, LLC: MUB position timeline

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

Schechter Investment Advisors, LLC held 35,410 MUB 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 35,410 shares
    Change vs previous 13F +727 shares

    0.31% of the 13F portfolio, value $3,733,596.

    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 34,683 shares
    Change vs previous 13F +6,438 shares

    0.28% of the 13F portfolio, value $3,695,483.

    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 28,245 shares
    Change vs previous 13F +7,103 shares

    0.23% of the 13F portfolio, value $3,068,272.

    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 21,142 shares
    Change vs previous 13F +9,217 shares

    0.17% of the 13F portfolio, value $2,252,658.

    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 11,925 shares
    Change vs previous 13F +1,429 shares

    0.1% of the 13F portfolio, value $1,283,119.

    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 10,496 shares
    Change vs previous 13F +74 shares

    0.1% of the 13F portfolio, value $1,137,853.

    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 10,422 shares
    Change vs previous 13F -14,553 shares

    0.1% of the 13F portfolio, value $1,068,690.

    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 24,975 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,665,581.

    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).