Ownership history in Schechter Investment Advisors, LLC · 4 quarters on record
This page tracks every 13F SEC filing in which Schechter Investment Advisors, LLC reported a position in LEGATO MERGER CORP III ORD SHS (LEGT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q1 | REDUCED | 1,407,134 | -29,225 | -2.0% | 1.22% | $14.8M | $10.49 |
| 2024 Q4 | REDUCED | 1,436,359 | -73,289 | -4.9% | 1.13% | $14.8M | $10.29 |
| 2024 Q3 | REDUCED | 1,509,648 | -51,176 | -3.3% | 1.13% | $15.4M | $10.19 |
| 2024 Q2 | INITIATED | 1,560,824 | — | — | 1.19% | $15.8M | — |
As of 2025 Q4 — sorted by position size