Schechter Investment Advisors, LLC: SPYV position timeline

Schechter Investment Advisors, LLC held 42,990 SPYV 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 42,990 shares

   Change vs previous 13F +31,274 shares

   0.18% of the 13F portfolio, value $2,195,477.

   13F-HR 0001951586-25-000003 filed by Schechter Investment Advisors, LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-12-31

   13F 11,716 shares

   Change vs previous 13F +1,683 shares

   0.05% of the 13F portfolio, value $599,143.

   13F-HR 0001951586-25-000001 filed by Schechter Investment Advisors, LLC
   Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-09-30

   13F 10,033 shares

   Change vs previous 13F +4 shares

   0.04% of the 13F portfolio, value $530,345.

   13F-HR 0001951586-24-000004 filed by Schechter Investment Advisors, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-06-30

   13F 10,029 shares

   Change vs previous 13F +4 shares

   0.04% of the 13F portfolio, value $488,829.

   13F-HR 0001951586-24-000003 filed by Schechter Investment Advisors, LLC
   Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-03-31

   13F 10,025 shares

   Change vs previous 13F -316 shares

   0.04% of the 13F portfolio, value $502,263.

   13F-HR 0001951586-24-000002 filed by Schechter Investment Advisors, LLC
   Filed 2024-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-12-31

   13F 10,341 shares

   Change vs previous 13F +327 shares

   0.04% of the 13F portfolio, value $482,186.

   13F-HR 0001951586-24-000001 filed by Schechter Investment Advisors, LLC
   Filed 2024-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-09-30

   13F 10,014 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $413,196.

   13F-HR 0001951586-23-000007 filed by Schechter Investment Advisors, LLC
   Filed 2023-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).