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Schechter Investment Advisors, LLC: SAP position timeline

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

Schechter Investment Advisors, LLC held 10,062 SAP 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 10,062 shares
    Change vs previous 13F -2,443 shares

    0.22% of the 13F portfolio, value $2,701,054.

    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 12,505 shares
    Change vs previous 13F -3,191 shares

    0.24% of the 13F portfolio, value $3,078,867.

    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 15,696 shares
    Change vs previous 13F -1,061 shares

    0.26% of the 13F portfolio, value $3,595,964.

    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 16,757 shares
    Change vs previous 13F -1,702 shares

    0.25% of the 13F portfolio, value $3,380,062.

    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 18,459 shares
    Change vs previous 13F -1,116 shares

    0.27% of the 13F portfolio, value $3,600,155.

    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 19,575 shares
    Change vs previous 13F -541 shares

    0.26% of the 13F portfolio, value $3,026,142.

    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 20,116 shares
    Change vs previous 13F +2,877 shares

    0.25% of the 13F portfolio, value $2,601,437.

    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 17,239 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,358,505.

    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).