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Schechter Investment Advisors, LLC: TRMB position timeline

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

Schechter Investment Advisors, LLC held 9,049 TRMB 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 9,049 shares
    Change vs previous 13F -108 shares

    0.05% of the 13F portfolio, value $594,067.

    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 9,157 shares
    Change vs previous 13F +2,868 shares

    0.05% of the 13F portfolio, value $647,034.

    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 6,289 shares
    Change vs previous 13F +1,812 shares

    0.03% of the 13F portfolio, value $390,484.

    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 4,477 shares
    Change vs previous 13F +557 shares

    0.02% of the 13F portfolio, value $250,354.

    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 3,920 shares
    Change vs previous 13F -81 shares

    0.02% of the 13F portfolio, value $252,291.

    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 4,001 shares
    Change vs previous 13F -821 shares

    0.02% of the 13F portfolio, value $212,853.

    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 4,822 shares
    Change vs previous 13F +75 shares

    0.03% of the 13F portfolio, value $259,713.

    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 4,747 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $251,307.

    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).