Schechter Investment Advisors, LLC: PBR-A position timeline

Schechter Investment Advisors, LLC held 58,174 PBR-A 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 58,174 shares

   Change vs previous 13F -15,381 shares

   0.06% of the 13F portfolio, value $758,589.

   13F-HR 0001951586-25-000003 filed by Schechter Investment Advisors, LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-12-31

   13F 73,555 shares

   Change vs previous 13F +1,740 shares

   0.07% of the 13F portfolio, value $870,891.

   13F-HR 0001951586-25-000001 filed by Schechter Investment Advisors, LLC
   Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-09-30

   13F 71,815 shares

   Change vs previous 13F +6,618 shares

   0.07% of the 13F portfolio, value $947,239.

   13F-HR 0001951586-24-000004 filed by Schechter Investment Advisors, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-06-30

   13F 65,197 shares

   Change vs previous 13F +2,190 shares

   0.07% of the 13F portfolio, value $889,287.

   13F-HR 0001951586-24-000003 filed by Schechter Investment Advisors, LLC
   Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-03-31

   13F 63,007 shares

   Change vs previous 13F +4,353 shares

   0.07% of the 13F portfolio, value $938,804.

   13F-HR 0001951586-24-000002 filed by Schechter Investment Advisors, LLC
   Filed 2024-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-12-31

   13F 58,654 shares

   Change vs previous 13F -16,622 shares

   0.08% of the 13F portfolio, value $896,233.

   13F-HR 0001951586-24-000001 filed by Schechter Investment Advisors, LLC
   Filed 2024-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-09-30

   13F 75,276 shares

   Change vs previous 13F -2,531 shares

   0.1% of the 13F portfolio, value $1,032,034.

   13F-HR 0001951586-23-000007 filed by Schechter Investment Advisors, LLC
   Filed 2023-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-06-30

   13F/A 77,807 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $963,251.

   13F-HR/A 0001951586-23-000005 filed by Schechter Investment Advisors, LLC
   Filed 2023-07-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).