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Schechter Investment Advisors, LLC: UBER position timeline

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

Schechter Investment Advisors, LLC held 19,577 UBER 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 19,577 shares
    Change vs previous 13F +7,117 shares

    0.12% of the 13F portfolio, value $1,426,380.

    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 12,460 shares
    Change vs previous 13F -11,202 shares

    0.06% of the 13F portfolio, value $751,587.

    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 23,662 shares
    Change vs previous 13F +5,891 shares

    0.13% of the 13F portfolio, value $1,778,436.

    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 17,771 shares
    Change vs previous 13F +2,227 shares

    0.1% of the 13F portfolio, value $1,291,597.

    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 15,544 shares
    Change vs previous 13F -1,227 shares

    0.09% of the 13F portfolio, value $1,196,733.

    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 16,771 shares
    Change vs previous 13F +7,134 shares

    0.09% of the 13F portfolio, value $1,032,590.

    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 9,637 shares
    Change vs previous 13F +4,040 shares

    0.04% of the 13F portfolio, value $443,206.

    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 5,597 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $241,622.

    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).