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Schechter Investment Advisors, LLC: UBS position timeline

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

Schechter Investment Advisors, LLC held 33,416 UBS 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 33,416 shares
    Change vs previous 13F -8,004 shares

    0.08% of the 13F portfolio, value $1,023,532.

    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 41,420 shares
    Change vs previous 13F +221 shares

    0.1% of the 13F portfolio, value $1,255,854.

    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 41,199 shares
    Change vs previous 13F -462 shares

    0.09% of the 13F portfolio, value $1,273,461.

    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 41,661 shares
    Change vs previous 13F +1,168 shares

    0.09% of the 13F portfolio, value $1,230,666.

    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 40,493 shares
    Change vs previous 13F +5,121 shares

    0.09% of the 13F portfolio, value $1,243,945.

    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 35,372 shares
    Change vs previous 13F -10,091 shares

    0.09% of the 13F portfolio, value $1,092,995.

    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 45,463 shares
    Change vs previous 13F -12,593 shares

    0.11% of the 13F portfolio, value $1,120,663.

    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 58,056 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,176,795.

    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).