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Schechter Investment Advisors, LLC: SYK position timeline

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

Schechter Investment Advisors, LLC held 3,271 SYK 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 3,271 shares
    Change vs previous 13F -1,588 shares

    0.1% of the 13F portfolio, value $1,217,464.

    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 4,859 shares
    Change vs previous 13F -143 shares

    0.13% of the 13F portfolio, value $1,749,443.

    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 5,002 shares
    Change vs previous 13F -980 shares

    0.13% of the 13F portfolio, value $1,807,097.

    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 5,982 shares
    Change vs previous 13F +29 shares

    0.15% of the 13F portfolio, value $2,035,538.

    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 5,953 shares
    Change vs previous 13F +13 shares

    0.16% of the 13F portfolio, value $2,130,314.

    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 5,940 shares
    Change vs previous 13F -379 shares

    0.15% of the 13F portfolio, value $1,778,889.

    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 6,319 shares
    Change vs previous 13F +2 shares

    0.17% of the 13F portfolio, value $1,726,825.

    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 6,317 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,927,259.

    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).