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Schechter Investment Advisors, LLC: VXF position timeline

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

Schechter Investment Advisors, LLC held 77,522 VXF 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 77,522 shares
    Change vs previous 13F -290 shares

    1.1% of the 13F portfolio, value $13,353,942.

    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 77,812 shares
    Change vs previous 13F +68 shares

    1.13% of the 13F portfolio, value $14,782,887.

    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 77,744 shares
    Change vs previous 13F +1,846 shares

    1.04% of the 13F portfolio, value $14,148,626.

    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 75,898 shares
    Change vs previous 13F -3,511 shares

    0.97% of the 13F portfolio, value $12,810,819.

    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 79,409 shares
    Change vs previous 13F +1,114 shares

    1.04% of the 13F portfolio, value $13,917,952.

    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 78,295 shares
    Change vs previous 13F -2,852 shares

    1.12% of the 13F portfolio, value $12,873,287.

    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 81,147 shares
    Change vs previous 13F +141 shares

    1.13% of the 13F portfolio, value $11,630,750.

    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 81,006 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $12,056,122.

    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).