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Schechter Investment Advisors, LLC

Position in CUB — Lionheart Holdings

CIK 1951586 BIRMINGHAM, MI

Position in CUB

as of Mar 31, 2025 · filed May 1, 2025
Position Value
$10,378,759
-$503,890 QoQ
Shares Held
1,542,285
-5.5% QoQ
Ownership
5.89%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2024
4 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CUB Over Time

Shares Held

Position Value (USD)

Position in Shell Companies

Financial Services · as of Mar 31, 2025

Schechter Investment Advisors, LLC holds $156,371,654 across 37 Shell Companies names. CUB ranks #3 (6.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1
3,129,180 $29,199,702
3 CUB
Lionheart Holdings
This page
1,542,285 $10,378,759

All Filings in CUB

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2025-03-31 CUBWW 531,695
2025-03-31 $10,378,759 1,010,590
2024-12-31 CUBWW 554,975
2024-12-31 $10,882,649 1,077,490
2024-09-30 CUBWW 586,660
2024-09-30 $11,533,400 1,153,340
2024-06-30 CUBWU $11,615,896 1,163,090