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Schechter Investment Advisors, LLC: TREX position timeline

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

Schechter Investment Advisors, LLC held 10,522 TREX 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 10,522 shares
    Change vs previous 13F -1,644 shares

    0.05% of the 13F portfolio, value $611,329.

    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 12,166 shares
    Change vs previous 13F +92 shares

    0.06% of the 13F portfolio, value $839,819.

    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 12,074 shares
    Change vs previous 13F -651 shares

    0.06% of the 13F portfolio, value $803,887.

    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 12,725 shares
    Change vs previous 13F +1,853 shares

    0.07% of the 13F portfolio, value $943,177.

    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 10,872 shares
    Change vs previous 13F -4,029 shares

    0.08% of the 13F portfolio, value $1,084,482.

    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 14,901 shares
    Change vs previous 13F +267 shares

    0.11% of the 13F portfolio, value $1,233,653.

    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 14,634 shares
    Change vs previous 13F -8,918 shares

    0.09% of the 13F portfolio, value $901,894.

    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 23,552 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,544,069.

    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).