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Schechter Investment Advisors, LLC: ORCL position timeline

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

Schechter Investment Advisors, LLC held 29,672 ORCL 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 29,672 shares
    Change vs previous 13F -2,932 shares

    0.34% of the 13F portfolio, value $4,148,437.

    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 32,604 shares
    Change vs previous 13F +293 shares

    0.42% of the 13F portfolio, value $5,433,102.

    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 32,311 shares
    Change vs previous 13F +8,116 shares

    0.41% of the 13F portfolio, value $5,505,741.

    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 24,195 shares
    Change vs previous 13F +1,641 shares

    0.26% of the 13F portfolio, value $3,416,286.

    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 22,554 shares
    Change vs previous 13F +2,707 shares

    0.21% of the 13F portfolio, value $2,832,966.

    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 19,847 shares
    Change vs previous 13F +3,201 shares

    0.18% of the 13F portfolio, value $2,092,493.

    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 16,646 shares
    Change vs previous 13F -168 shares

    0.17% of the 13F portfolio, value $1,763,125.

    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 16,814 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,002,436.

    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).