Skip to content
Disclosery

Schechter Investment Advisors, LLC: WDAY position timeline

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

Schechter Investment Advisors, LLC held 4,294 WDAY 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 4,294 shares
    Change vs previous 13F -513 shares

    0.08% of the 13F portfolio, value $1,002,778.

    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 4,807 shares
    Change vs previous 13F -77 shares

    0.1% of the 13F portfolio, value $1,240,350.

    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 4,884 shares
    Change vs previous 13F +1,314 shares

    0.09% of the 13F portfolio, value $1,193,699.

    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 3,570 shares
    Change vs previous 13F -134 shares

    0.06% of the 13F portfolio, value $798,109.

    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 3,704 shares
    Change vs previous 13F -163 shares

    0.08% of the 13F portfolio, value $1,010,266.

    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 3,867 shares
    Change vs previous 13F -67 shares

    0.09% of the 13F portfolio, value $1,067,524.

    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 3,934 shares
    Change vs previous 13F +1 shares

    0.08% of the 13F portfolio, value $845,220.

    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 3,933 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $888,425.

    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).