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Schechter Investment Advisors, LLC: WMT position timeline

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

Schechter Investment Advisors, LLC held 29,994 WMT 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 29,994 shares
    Change vs previous 13F -4,599 shares

    0.22% of the 13F portfolio, value $2,633,186.

    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 34,593 shares
    Change vs previous 13F -9,642 shares

    0.24% of the 13F portfolio, value $3,125,499.

    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 44,235 shares
    Change vs previous 13F -7,661 shares

    0.26% of the 13F portfolio, value $3,571,996.

    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 51,896 shares
    Change vs previous 13F +1,027 shares

    0.26% of the 13F portfolio, value $3,513,870.

    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 50,869 shares
    Change vs previous 13F +33,985 shares

    0.23% of the 13F portfolio, value $3,060,818.

    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 16,884 shares
    Change vs previous 13F +86 shares

    0.23% of the 13F portfolio, value $2,661,775.

    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 16,798 shares
    Change vs previous 13F +561 shares

    0.26% of the 13F portfolio, value $2,686,517.

    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 16,237 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,552,091.

    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).