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Sheaff Brock Investment Advisors, LLC: CDP position timeline

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

Sheaff Brock Investment Advisors, LLC held 44,022 CDP 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 44,022 shares
    Change vs previous 13F -344 shares

    0.11% of the 13F portfolio, value $1,200,480.

    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 44,366 shares
    Change vs previous 13F -738 shares

    0.12% of the 13F portfolio, value $1,373,128.

    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 45,104 shares
    Change vs previous 13F -555 shares

    0.12% of the 13F portfolio, value $1,368,005.

    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 45,659 shares
    Change vs previous 13F -2,980 shares

    0.11% of the 13F portfolio, value $1,142,845.

    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 48,639 shares
    Change vs previous 13F +612 shares

    0.09% of the 13F portfolio, value $1,175,605.

    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 48,027 shares
    Change vs previous 13F +810 shares

    0.11% of the 13F portfolio, value $1,230,933.

    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 47,217 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,125,182.

    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 47,217 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,121,404.

    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).