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Schechter Investment Advisors, LLC: TSLA position timeline

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

Schechter Investment Advisors, LLC held 10,043 TSLA 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 10,043 shares
    Change vs previous 13F -2,630 shares

    0.21% of the 13F portfolio, value $2,602,684.

    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 12,673 shares
    Change vs previous 13F +548 shares

    0.39% of the 13F portfolio, value $5,117,865.

    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 12,125 shares
    Change vs previous 13F +4,173 shares

    0.23% of the 13F portfolio, value $3,172,264.

    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 7,952 shares
    Change vs previous 13F +5,584 shares

    0.12% of the 13F portfolio, value $1,573,541.

    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 2,368 shares
    Change vs previous 13F -5,961 shares

    0.03% of the 13F portfolio, value $416,270.

    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 8,329 shares
    Change vs previous 13F -445 shares

    0.18% of the 13F portfolio, value $2,069,590.

    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 8,774 shares
    Change vs previous 13F +1,739 shares

    0.21% of the 13F portfolio, value $2,195,431.

    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 7,035 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,841,553.

    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).