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Schechter Investment Advisors, LLC: TMO position timeline

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

Schechter Investment Advisors, LLC held 4,428 TMO 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 4,428 shares
    Change vs previous 13F -702 shares

    0.18% of the 13F portfolio, value $2,203,527.

    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 5,130 shares
    Change vs previous 13F -1,335 shares

    0.2% of the 13F portfolio, value $2,668,863.

    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 6,465 shares
    Change vs previous 13F -199 shares

    0.29% of the 13F portfolio, value $3,999,068.

    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 6,664 shares
    Change vs previous 13F +51 shares

    0.28% of the 13F portfolio, value $3,685,122.

    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 6,613 shares
    Change vs previous 13F +1,415 shares

    0.29% of the 13F portfolio, value $3,843,384.

    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 5,198 shares
    Change vs previous 13F -352 shares

    0.24% of the 13F portfolio, value $2,759,019.

    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 5,550 shares
    Change vs previous 13F +302 shares

    0.27% of the 13F portfolio, value $2,809,117.

    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 5,248 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,737,937.

    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).