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Schechter Investment Advisors, LLC: VTV position timeline

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

Schechter Investment Advisors, LLC held 217,179 VTV 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 217,179 shares
    Change vs previous 13F -974 shares

    3.09% of the 13F portfolio, value $37,515,394.

    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 218,153 shares
    Change vs previous 13F +7,877 shares

    2.83% of the 13F portfolio, value $36,933,402.

    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 210,276 shares
    Change vs previous 13F -2,740 shares

    2.7% of the 13F portfolio, value $36,707,943.

    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 213,016 shares
    Change vs previous 13F +5,537 shares

    2.57% of the 13F portfolio, value $34,169,942.

    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 207,479 shares
    Change vs previous 13F -1,472 shares

    2.53% of the 13F portfolio, value $33,790,047.

    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 208,951 shares
    Change vs previous 13F -14,307 shares

    2.71% of the 13F portfolio, value $31,238,159.

    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 223,258 shares
    Change vs previous 13F -3,146 shares

    2.98% of the 13F portfolio, value $30,793,955.

    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 226,404 shares
    Change vs previous 13F not available

    2.89% of the 13F portfolio, value $32,172,061.

    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).