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Schechter Investment Advisors, LLC: RC position timeline

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

Schechter Investment Advisors, LLC held 936,193 RC 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 936,193 shares
    Change vs previous 13F -2,772 shares

    0.39% of the 13F portfolio, value $4,765,222.

    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 938,965 shares
    Change vs previous 13F -181,838 shares

    0.49% of the 13F portfolio, value $6,403,741.

    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 1,120,803 shares
    Change vs previous 13F -70,464 shares

    0.63% of the 13F portfolio, value $8,551,728.

    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 1,191,267 shares
    Change vs previous 13F -29,731 shares

    0.73% of the 13F portfolio, value $9,744,564.

    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 1,220,998 shares
    Change vs previous 13F -329 shares

    0.83% of the 13F portfolio, value $11,147,712.

    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 1,221,327 shares
    Change vs previous 13F -17,162 shares

    1.08% of the 13F portfolio, value $12,518,603.

    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 1,238,489 shares
    Change vs previous 13F +49 shares

    1.21% of the 13F portfolio, value $12,521,120.

    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 1,238,440 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $13,969,608.

    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).