Skip to content
Disclosery

Schechter Investment Advisors, LLC: SEIC position timeline

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

Schechter Investment Advisors, LLC held 18,852 SEIC 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 18,852 shares
    Change vs previous 13F -2,482 shares

    0.12% of the 13F portfolio, value $1,463,476.

    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 21,334 shares
    Change vs previous 13F -753 shares

    0.13% of the 13F portfolio, value $1,759,616.

    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 22,087 shares
    Change vs previous 13F -504 shares

    0.11% of the 13F portfolio, value $1,528,189.

    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 22,591 shares
    Change vs previous 13F +989 shares

    0.11% of the 13F portfolio, value $1,461,415.

    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 21,602 shares
    Change vs previous 13F -421 shares

    0.12% of the 13F portfolio, value $1,553,172.

    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 22,023 shares
    Change vs previous 13F -738 shares

    0.12% of the 13F portfolio, value $1,399,540.

    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 22,761 shares
    Change vs previous 13F +978 shares

    0.13% of the 13F portfolio, value $1,370,875.

    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 21,783 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,298,683.

    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).