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Schechter Investment Advisors, LLC: OWL position timeline

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

Schechter Investment Advisors, LLC held 17,825 OWL 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 17,825 shares
    Change vs previous 13F -5,639 shares

    0.03% of the 13F portfolio, value $357,213.

    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 23,464 shares
    Change vs previous 13F -856 shares

    0.04% of the 13F portfolio, value $545,772.

    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 24,320 shares
    Change vs previous 13F +11,284 shares

    0.03% of the 13F portfolio, value $470,835.

    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 13,036 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $231,389.

    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).