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Schechter Investment Advisors, LLC: NVO position timeline

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

Schechter Investment Advisors, LLC held 21,440 NVO 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 21,440 shares
    Change vs previous 13F -11,403 shares

    0.12% of the 13F portfolio, value $1,488,793.

    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 32,843 shares
    Change vs previous 13F -923 shares

    0.22% of the 13F portfolio, value $2,825,146.

    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 33,766 shares
    Change vs previous 13F +247 shares

    0.3% of the 13F portfolio, value $4,020,506.

    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 33,519 shares
    Change vs previous 13F +367 shares

    0.36% of the 13F portfolio, value $4,784,440.

    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 33,152 shares
    Change vs previous 13F +863 shares

    0.32% of the 13F portfolio, value $4,256,716.

    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 32,289 shares
    Change vs previous 13F -989 shares

    0.29% of the 13F portfolio, value $3,340,281.

    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 33,278 shares
    Change vs previous 13F +21,166 shares

    0.29% of the 13F portfolio, value $3,026,287.

    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 12,112 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,960,017.

    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).