Schechter Investment Advisors, LLC CLBR/WS COLOMBIER ACQUISITION CORP II WT EXP 112428

Ownership history in Schechter Investment Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

Schechter Investment Advisors, LLC reported COLOMBIER ACQUISITION CORP II WT EXP 112428 (CLBR/WS) in 4 quarterly 13F filings from 2024 Q1 through 2024 Q4. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows CLBR/WS at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CLBR/WS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Schechter Investment Advisors, LLC's position in COLOMBIER ACQUISITION CORP II WT EXP 112428, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q4

CLBR/WS was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2024 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Schechter Investment Advisors, LLC held CLBR/WS — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 REDUCED 98,954 -46,799 -32.1% 0.01% $158K 2025-02-06
2024 Q3 REDUCED 145,753 -1,919 -1.3% 0.00% $47K 2024-11-12
2024 Q2 REDUCED 147,672 -2,356 -1.6% 0.00% $44K 2024-08-12
2024 Q1 INITIATED 150,028 0.01% $69K 2024-05-06

FAQ About Schechter Investment Advisors, LLC and CLBR/WS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Schechter Investment Advisors, LLC reported owning CLBR/WS?

Schechter Investment Advisors, LLC reported CLBR/WS across 4 quarterly 13F filings, from 2024 Q1 through 2024 Q4.

What was the largest reported CLBR/WS position in Schechter Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for CLBR/WS was 0.01% in 2024 Q4.

What is the latest reported CLBR/WS position on this page?

The most recent filing on this page is 2024 Q4, when Schechter Investment Advisors, LLC reported 98,954 shares, equal to 0.01% of portfolio, with an estimated market value of $158K.

What does the chart on this CLBR/WS ownership page compare?

The chart compares Schechter Investment Advisors, LLC's quarterly CLBR/WS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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