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Schechter Investment Advisors, LLC: VIG position timeline

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

Schechter Investment Advisors, LLC held 19,221 VIG 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 19,221 shares
    Change vs previous 13F -6,663 shares

    0.31% of the 13F portfolio, value $3,728,776.

    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 25,884 shares
    Change vs previous 13F -84 shares

    0.39% of the 13F portfolio, value $5,068,834.

    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 25,968 shares
    Change vs previous 13F -1,191 shares

    0.38% of the 13F portfolio, value $5,143,175.

    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 27,159 shares
    Change vs previous 13F +491 shares

    0.37% of the 13F portfolio, value $4,957,792.

    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 26,668 shares
    Change vs previous 13F +20,193 shares

    0.36% of the 13F portfolio, value $4,869,760.

    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 6,475 shares
    Change vs previous 13F +157 shares

    0.1% of the 13F portfolio, value $1,103,424.

    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 6,318 shares
    Change vs previous 13F -324 shares

    0.1% of the 13F portfolio, value $981,684.

    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 6,642 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,078,781.

    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).