Skip to content
Disclosery

Schechter Investment Advisors, LLC: SAM position timeline

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

Schechter Investment Advisors, LLC held 3,269 SAM 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 3,269 shares
    Change vs previous 13F -1,691 shares

    0.06% of the 13F portfolio, value $780,768.

    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 4,960 shares
    Change vs previous 13F +159 shares

    0.11% of the 13F portfolio, value $1,487,901.

    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 4,801 shares
    Change vs previous 13F -77 shares

    0.1% of the 13F portfolio, value $1,388,161.

    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 4,878 shares
    Change vs previous 13F -342 shares

    0.11% of the 13F portfolio, value $1,488,034.

    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 5,220 shares
    Change vs previous 13F +583 shares

    0.12% of the 13F portfolio, value $1,589,072.

    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 4,637 shares
    Change vs previous 13F +258 shares

    0.14% of the 13F portfolio, value $1,602,501.

    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 4,379 shares
    Change vs previous 13F -529 shares

    0.17% of the 13F portfolio, value $1,705,752.

    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 4,908 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,513,823.

    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).