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Schechter Investment Advisors, LLC: TAK position timeline

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

Schechter Investment Advisors, LLC held 104,974 TAK 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 104,974 shares
    Change vs previous 13F -14,694 shares

    0.13% of the 13F portfolio, value $1,560,963.

    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 119,668 shares
    Change vs previous 13F +2,884 shares

    0.12% of the 13F portfolio, value $1,584,404.

    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 116,784 shares
    Change vs previous 13F +1,494 shares

    0.12% of the 13F portfolio, value $1,660,668.

    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 115,290 shares
    Change vs previous 13F -12,013 shares

    0.11% of the 13F portfolio, value $1,491,852.

    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 127,303 shares
    Change vs previous 13F -1,693 shares

    0.13% of the 13F portfolio, value $1,768,238.

    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 128,996 shares
    Change vs previous 13F -5,392 shares

    0.16% of the 13F portfolio, value $1,840,778.

    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 134,388 shares
    Change vs previous 13F -4,200 shares

    0.2% of the 13F portfolio, value $2,078,987.

    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 138,588 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,177,213.

    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).