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Schechter Investment Advisors, LLC: XFRAX position timeline

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

Schechter Investment Advisors, LLC held 27,165 XFRAX 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 27,165 shares
    Change vs previous 13F +764 shares

    0.03% of the 13F portfolio, value $350,970.

    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 26,401 shares
    Change vs previous 13F +694 shares

    0.03% of the 13F portfolio, value $363,009.

    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 25,707 shares
    Change vs previous 13F +709 shares

    0.03% of the 13F portfolio, value $339,327.

    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 24,998 shares
    Change vs previous 13F +701 shares

    0.02% of the 13F portfolio, value $323,469.

    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 24,297 shares
    Change vs previous 13F +696 shares

    0.02% of the 13F portfolio, value $313,916.

    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 23,601 shares
    Change vs previous 13F +689 shares

    0.03% of the 13F portfolio, value $298,785.

    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 22,912 shares
    Change vs previous 13F -14,594 shares

    0.03% of the 13F portfolio, value $289,143.

    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 37,506 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $457,949.

    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).