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Disclosery

Schechter Investment Advisors, LLC: OTEX position timeline

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

Schechter Investment Advisors, LLC held 18,085 OTEX 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 18,085 shares
    Change vs previous 13F -2,775 shares

    0.04% of the 13F portfolio, value $456,835.

    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 20,860 shares
    Change vs previous 13F -315 shares

    0.05% of the 13F portfolio, value $590,765.

    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 21,175 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $704,697.

    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).