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Schechter Investment Advisors, LLC: NVS position timeline

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

Schechter Investment Advisors, LLC held 13,071 NVS 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 13,071 shares
    Change vs previous 13F -1,355 shares

    0.12% of the 13F portfolio, value $1,457,210.

    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 14,426 shares
    Change vs previous 13F -1,817 shares

    0.11% of the 13F portfolio, value $1,403,842.

    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 16,243 shares
    Change vs previous 13F +774 shares

    0.14% of the 13F portfolio, value $1,868,327.

    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 15,469 shares
    Change vs previous 13F +974 shares

    0.12% of the 13F portfolio, value $1,646,882.

    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 14,495 shares
    Change vs previous 13F +1,747 shares

    0.1% of the 13F portfolio, value $1,402,067.

    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 12,748 shares
    Change vs previous 13F +330 shares

    0.11% of the 13F portfolio, value $1,287,185.

    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 12,418 shares
    Change vs previous 13F -5,885 shares

    0.12% of the 13F portfolio, value $1,264,918.

    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 18,303 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,846,975.

    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).