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Schechter Investment Advisors, LLC: SNN position timeline

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

Schechter Investment Advisors, LLC held 32,196 SNN 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 32,196 shares
    Change vs previous 13F -3,119 shares

    0.08% of the 13F portfolio, value $913,401.

    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 35,315 shares
    Change vs previous 13F +79 shares

    0.07% of the 13F portfolio, value $868,043.

    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 35,236 shares
    Change vs previous 13F -746 shares

    0.08% of the 13F portfolio, value $1,097,249.

    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 35,982 shares
    Change vs previous 13F +8,030 shares

    0.07% of the 13F portfolio, value $891,634.

    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 27,952 shares
    Change vs previous 13F -834 shares

    0.05% of the 13F portfolio, value $708,862.

    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 28,786 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $785,282.

    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).