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Schechter Investment Advisors, LLC: VTIP position timeline

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

Schechter Investment Advisors, LLC held 87,791 VTIP 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 87,791 shares
    Change vs previous 13F +2,044 shares

    0.36% of the 13F portfolio, value $4,380,771.

    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 85,747 shares
    Change vs previous 13F -3,826 shares

    0.32% of the 13F portfolio, value $4,151,870.

    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 89,573 shares
    Change vs previous 13F +1,903 shares

    0.33% of the 13F portfolio, value $4,416,844.

    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 87,670 shares
    Change vs previous 13F +1,620 shares

    0.32% of the 13F portfolio, value $4,255,502.

    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 86,050 shares
    Change vs previous 13F -791 shares

    0.31% of the 13F portfolio, value $4,120,934.

    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 86,841 shares
    Change vs previous 13F +1,939 shares

    0.36% of the 13F portfolio, value $4,124,069.

    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 84,902 shares
    Change vs previous 13F +472 shares

    0.39% of the 13F portfolio, value $4,014,153.

    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 84,430 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $4,003,669.

    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).