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Schechter Investment Advisors, LLC: VUG position timeline

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

Schechter Investment Advisors, LLC held 82,389 VUG 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 82,389 shares
    Change vs previous 13F +3,465 shares

    2.52% of the 13F portfolio, value $30,551,494.

    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 78,924 shares
    Change vs previous 13F -2,358 shares

    2.48% of the 13F portfolio, value $32,393,333.

    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 81,282 shares
    Change vs previous 13F -566 shares

    2.3% of the 13F portfolio, value $31,206,538.

    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 81,848 shares
    Change vs previous 13F -5,406 shares

    2.31% of the 13F portfolio, value $30,611,813.

    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 87,254 shares
    Change vs previous 13F -1,269 shares

    2.25% of the 13F portfolio, value $30,032,967.

    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 88,523 shares
    Change vs previous 13F -5,864 shares

    2.38% of the 13F portfolio, value $27,520,197.

    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 94,387 shares
    Change vs previous 13F -668 shares

    2.49% of the 13F portfolio, value $25,702,513.

    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 95,055 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $26,896,888.

    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).