Skip to content
Disclosery

Schechter Investment Advisors, LLC: UMC position timeline

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

Schechter Investment Advisors, LLC held 15,635 UMC 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 15,635 shares
    Change vs previous 13F -5,386 shares

    0.01% of the 13F portfolio, value $111,790.

    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 21,021 shares
    Change vs previous 13F -13,730 shares

    0.01% of the 13F portfolio, value $136,426.

    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 34,751 shares
    Change vs previous 13F +4,538 shares

    0.02% of the 13F portfolio, value $292,605.

    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 30,213 shares
    Change vs previous 13F +3,475 shares

    0.02% of the 13F portfolio, value $264,666.

    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 26,738 shares
    Change vs previous 13F +237 shares

    0.02% of the 13F portfolio, value $216,310.

    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 26,501 shares
    Change vs previous 13F +1,452 shares

    0.02% of the 13F portfolio, value $224,198.

    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 25,049 shares
    Change vs previous 13F -12,848 shares

    0.02% of the 13F portfolio, value $176,846.

    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 37,897 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $299,007.

    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).