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Schechter Investment Advisors, LLC: PM position timeline

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

Schechter Investment Advisors, LLC held 27,123 PM 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 27,123 shares
    Change vs previous 13F -1,681 shares

    0.35% of the 13F portfolio, value $4,305,234.

    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 28,804 shares
    Change vs previous 13F -40 shares

    0.27% of the 13F portfolio, value $3,466,612.

    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 28,844 shares
    Change vs previous 13F -1,685 shares

    0.26% of the 13F portfolio, value $3,501,661.

    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 30,529 shares
    Change vs previous 13F +362 shares

    0.23% of the 13F portfolio, value $3,093,503.

    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 30,167 shares
    Change vs previous 13F +1,438 shares

    0.21% of the 13F portfolio, value $2,763,900.

    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 28,729 shares
    Change vs previous 13F +2,501 shares

    0.23% of the 13F portfolio, value $2,702,824.

    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 26,228 shares
    Change vs previous 13F +4,503 shares

    0.24% of the 13F portfolio, value $2,428,189.

    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 21,725 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,120,794.

    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).