Skip to content
Disclosery

Schechter Investment Advisors, LLC: SPY position timeline

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

Schechter Investment Advisors, LLC held 52,288 SPY 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 52,288 shares
    Change vs previous 13F -4,328 shares

    2.41% of the 13F portfolio, value $29,249,594.

    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 56,616 shares
    Change vs previous 13F -311 shares

    2.54% of the 13F portfolio, value $33,181,691.

    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 56,927 shares
    Change vs previous 13F -2,013 shares

    2.41% of the 13F portfolio, value $32,662,325.

    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 58,940 shares
    Change vs previous 13F -196 shares

    2.42% of the 13F portfolio, value $32,076,426.

    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 59,136 shares
    Change vs previous 13F -2,200 shares

    2.31% of the 13F portfolio, value $30,932,310.

    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 61,336 shares
    Change vs previous 13F -435 shares

    2.53% of the 13F portfolio, value $29,153,768.

    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 61,771 shares
    Change vs previous 13F +1,419 shares

    2.56% of the 13F portfolio, value $26,405,951.

    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 60,352 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $26,752,738.

    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).