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Schechter Investment Advisors, LLC: SBXDF position timeline

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

Schechter Investment Advisors, LLC held 204,515 SBXDF 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 204,515 shares
    Change vs previous 13F -31,269 shares

    0.17% of the 13F portfolio, value $2,081,288.

    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 235,784 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,379,061.

    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).