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Schechter Investment Advisors, LLC: SNY position timeline

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

Schechter Investment Advisors, LLC held 30,088 SNY 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 30,088 shares
    Change vs previous 13F -3,830 shares

    0.14% of the 13F portfolio, value $1,668,681.

    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 33,918 shares
    Change vs previous 13F -367 shares

    0.13% of the 13F portfolio, value $1,635,865.

    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 34,285 shares
    Change vs previous 13F -1,790 shares

    0.15% of the 13F portfolio, value $1,975,844.

    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 36,075 shares
    Change vs previous 13F -12,184 shares

    0.13% of the 13F portfolio, value $1,750,359.

    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 48,259 shares
    Change vs previous 13F +3,003 shares

    0.18% of the 13F portfolio, value $2,345,388.

    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 45,256 shares
    Change vs previous 13F +2,593 shares

    0.19% of the 13F portfolio, value $2,250,580.

    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 42,663 shares
    Change vs previous 13F -1,159 shares

    0.22% of the 13F portfolio, value $2,288,443.

    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 43,822 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,362,006.

    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).