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Schechter Investment Advisors, LLC: SPKLF position timeline

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

Schechter Investment Advisors, LLC held 583,214 SPKLF 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 583,214 shares
    Change vs previous 13F -28,935 shares

    0.52% of the 13F portfolio, value $6,269,551.

    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 612,149 shares
    Change vs previous 13F -57,650 shares

    0.5% of the 13F portfolio, value $6,513,265.

    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 669,799 shares
    Change vs previous 13F -14,312 shares

    0.52% of the 13F portfolio, value $7,024,852.

    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 684,111 shares
    Change vs previous 13F +12,835 shares

    0.53% of the 13F portfolio, value $7,080,549.

    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 671,276 shares
    Change vs previous 13F +443,161 shares

    0.52% of the 13F portfolio, value $6,887,292.

    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 228,115 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,313,086.

    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).