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Schechter Investment Advisors, LLC: SMFG position timeline

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

Schechter Investment Advisors, LLC held 26,563 SMFG 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 26,563 shares
    Change vs previous 13F -8,540 shares

    0.03% of the 13F portfolio, value $410,669.

    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 35,103 shares
    Change vs previous 13F -262 shares

    0.04% of the 13F portfolio, value $508,647.

    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 35,365 shares
    Change vs previous 13F +220 shares

    0.03% of the 13F portfolio, value $446,656.

    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 35,145 shares
    Change vs previous 13F +1,546 shares

    0.04% of the 13F portfolio, value $471,290.

    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 33,599 shares
    Change vs previous 13F +3,239 shares

    0.03% of the 13F portfolio, value $395,457.

    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 30,360 shares
    Change vs previous 13F -42,348 shares

    0.03% of the 13F portfolio, value $293,887.

    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 72,708 shares
    Change vs previous 13F +2,019 shares

    0.07% of the 13F portfolio, value $716,175.

    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 70,689 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $607,925.

    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).