Skip to content
Disclosery

Schechter Investment Advisors, LLC: NGVT position timeline

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

Schechter Investment Advisors, LLC held 27,870 NGVT 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 27,870 shares
    Change vs previous 13F -2,006 shares

    0.09% of the 13F portfolio, value $1,103,373.

    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 29,876 shares
    Change vs previous 13F +3,271 shares

    0.09% of the 13F portfolio, value $1,217,447.

    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 26,605 shares
    Change vs previous 13F +2,979 shares

    0.08% of the 13F portfolio, value $1,037,595.

    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 23,626 shares
    Change vs previous 13F -5,039 shares

    0.08% of the 13F portfolio, value $1,032,692.

    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 28,665 shares
    Change vs previous 13F +9,233 shares

    0.1% of the 13F portfolio, value $1,367,320.

    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 19,432 shares
    Change vs previous 13F -4,978 shares

    0.08% of the 13F portfolio, value $917,579.

    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 24,410 shares
    Change vs previous 13F +14,424 shares

    0.11% of the 13F portfolio, value $1,162,160.

    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 9,986 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $580,786.

    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).