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Schechter Investment Advisors, LLC: PGR position timeline

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

Schechter Investment Advisors, LLC held 4,809 PGR 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 4,809 shares
    Change vs previous 13F -767 shares

    0.11% of the 13F portfolio, value $1,361,027.

    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 5,576 shares
    Change vs previous 13F -337 shares

    0.1% of the 13F portfolio, value $1,336,180.

    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 5,913 shares
    Change vs previous 13F +314 shares

    0.11% of the 13F portfolio, value $1,500,601.

    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 5,599 shares
    Change vs previous 13F -22 shares

    0.09% of the 13F portfolio, value $1,163,063.

    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 5,621 shares
    Change vs previous 13F -738 shares

    0.09% of the 13F portfolio, value $1,162,627.

    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 6,359 shares
    Change vs previous 13F -2,663 shares

    0.09% of the 13F portfolio, value $1,012,796.

    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 9,022 shares
    Change vs previous 13F +2,074 shares

    0.12% of the 13F portfolio, value $1,256,701.

    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 6,948 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $919,772.

    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).