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Schechter Investment Advisors, LLC: SHOP position timeline

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

Schechter Investment Advisors, LLC held 21,273 SHOP 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 21,273 shares
    Change vs previous 13F +470 shares

    0.17% of the 13F portfolio, value $2,031,146.

    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 20,803 shares
    Change vs previous 13F -661 shares

    0.17% of the 13F portfolio, value $2,211,983.

    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 21,464 shares
    Change vs previous 13F +6,459 shares

    0.13% of the 13F portfolio, value $1,720,125.

    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 15,005 shares
    Change vs previous 13F +10,940 shares

    0.07% of the 13F portfolio, value $991,080.

    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 4,065 shares
    Change vs previous 13F +563 shares

    0.02% of the 13F portfolio, value $313,696.

    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 3,502 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $272,806.

    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).