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Schechter Investment Advisors, LLC: TIP position timeline

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

Schechter Investment Advisors, LLC held 60,628 TIP 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 60,628 shares
    Change vs previous 13F -1,551 shares

    0.55% of the 13F portfolio, value $6,735,120.

    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 62,179 shares
    Change vs previous 13F +171 shares

    0.51% of the 13F portfolio, value $6,625,130.

    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 62,008 shares
    Change vs previous 13F +232 shares

    0.5% of the 13F portfolio, value $6,849,979.

    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 61,776 shares
    Change vs previous 13F +740 shares

    0.5% of the 13F portfolio, value $6,596,399.

    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 61,036 shares
    Change vs previous 13F +49 shares

    0.49% of the 13F portfolio, value $6,555,834.

    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 60,987 shares
    Change vs previous 13F +930 shares

    0.57% of the 13F portfolio, value $6,555,450.

    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 60,057 shares
    Change vs previous 13F +830 shares

    0.6% of the 13F portfolio, value $6,229,071.

    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 59,227 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $6,373,967.

    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).