Skip to content
Disclosery

Schechter Investment Advisors, LLC: NRGV position timeline

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

Schechter Investment Advisors, LLC held 0 NRGV shares at 2024-03-31 per its 13F-HR filed 2024-05-06.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -24,317 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-12-31
    13F 24,317 shares
    Change vs previous 13F +5,142 shares

    <0.01% of the 13F portfolio, value $56,659.

    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).

  3. period ended2023-09-30
    13F 19,175 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $48,896.

    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).

  4. period ended2023-06-30
    13F/A 19,175 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $52,348.

    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).