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Schechter Investment Advisors, LLC: VNQ position timeline

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

Schechter Investment Advisors, LLC held 49,467 VNQ 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 49,467 shares
    Change vs previous 13F +1,248 shares

    0.37% of the 13F portfolio, value $4,478,718.

    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 48,219 shares
    Change vs previous 13F +2,049 shares

    0.33% of the 13F portfolio, value $4,295,346.

    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 46,170 shares
    Change vs previous 13F -4,722 shares

    0.33% of the 13F portfolio, value $4,497,863.

    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 50,892 shares
    Change vs previous 13F +1,552 shares

    0.32% of the 13F portfolio, value $4,262,703.

    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 49,340 shares
    Change vs previous 13F +2,294 shares

    0.32% of the 13F portfolio, value $4,266,869.

    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 47,046 shares
    Change vs previous 13F -3,702 shares

    0.36% of the 13F portfolio, value $4,156,991.

    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 50,748 shares
    Change vs previous 13F +2,398 shares

    0.37% of the 13F portfolio, value $3,839,540.

    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 48,350 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $4,040,095.

    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).