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Schechter Investment Advisors, LLC: PEG position timeline

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

Schechter Investment Advisors, LLC held 18,534 PEG 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 18,534 shares
    Change vs previous 13F -2,605 shares

    0.13% of the 13F portfolio, value $1,525,321.

    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 21,139 shares
    Change vs previous 13F -667 shares

    0.14% of the 13F portfolio, value $1,786,032.

    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 21,806 shares
    Change vs previous 13F -1,441 shares

    0.14% of the 13F portfolio, value $1,945,348.

    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 23,247 shares
    Change vs previous 13F -89 shares

    0.13% of the 13F portfolio, value $1,713,290.

    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 23,336 shares
    Change vs previous 13F +258 shares

    0.12% of the 13F portfolio, value $1,558,348.

    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 23,078 shares
    Change vs previous 13F +647 shares

    0.12% of the 13F portfolio, value $1,411,193.

    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 22,431 shares
    Change vs previous 13F +1,582 shares

    0.12% of the 13F portfolio, value $1,276,548.

    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 20,849 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,305,355.

    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).