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Sheaff Brock Investment Advisors, LLC: AAPL position timeline

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

Sheaff Brock Investment Advisors, LLC held 519,744 AAPL shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 519,744 shares
    Change vs previous 13F -17,046 shares

    10.6% of the 13F portfolio, value $115,450,643.

    13F-HR 0001666789-25-000004 filed by Sheaff Brock 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 536,790 shares
    Change vs previous 13F -7,445 shares

    11.7% of the 13F portfolio, value $134,422,915.

    13F-HR 0001666789-25-000001 filed by Sheaff Brock 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 544,235 shares
    Change vs previous 13F -6,994 shares

    11.11% of the 13F portfolio, value $126,806,867.

    13F-HR 0001666789-24-000007 filed by Sheaff Brock 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 551,229 shares
    Change vs previous 13F -226,286 shares

    10.77% of the 13F portfolio, value $116,099,762.

    13F-HR 0001666789-24-000004 filed by Sheaff Brock 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 777,515 shares
    Change vs previous 13F -13,207 shares

    10.62% of the 13F portfolio, value $133,328,280.

    13F-HR 0001666789-24-000003 filed by Sheaff Brock 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 790,722 shares
    Change vs previous 13F -16,776 shares

    13.66% of the 13F portfolio, value $152,237,702.

    13F-HR 0001666789-24-000001 filed by Sheaff Brock 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 807,498 shares
    Change vs previous 13F -7,829 shares

    13.91% of the 13F portfolio, value $138,251,787.

    13F-HR 0001666789-23-000004 filed by Sheaff Brock 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 815,327 shares
    Change vs previous 13F not available

    15.22% of the 13F portfolio, value $158,148,896.

    13F-HR 0001666789-23-000003 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).