Skip to content
Disclosery

Sheaff Brock Investment Advisors, LLC: CI position timeline

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

Sheaff Brock Investment Advisors, LLC held 22,780 CI 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 22,780 shares
    Change vs previous 13F +449 shares

    0.69% of the 13F portfolio, value $7,494,707.

    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 22,331 shares
    Change vs previous 13F -63 shares

    0.54% of the 13F portfolio, value $6,166,345.

    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 22,394 shares
    Change vs previous 13F +3 shares

    0.68% of the 13F portfolio, value $7,758,264.

    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 22,391 shares
    Change vs previous 13F -1,296 shares

    0.69% of the 13F portfolio, value $7,401,793.

    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 23,687 shares
    Change vs previous 13F -224 shares

    0.69% of the 13F portfolio, value $8,602,882.

    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 23,911 shares
    Change vs previous 13F +158 shares

    0.64% of the 13F portfolio, value $7,160,149.

    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 23,753 shares
    Change vs previous 13F -152 shares

    0.68% of the 13F portfolio, value $6,795,021.

    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 23,905 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $6,707,865.

    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).