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Sheaff Brock Investment Advisors, LLC: COST position timeline

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

Sheaff Brock Investment Advisors, LLC held 5,153 COST 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 5,153 shares
    Change vs previous 13F +100 shares

    0.45% of the 13F portfolio, value $4,873,350.

    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 5,053 shares
    Change vs previous 13F -34 shares

    0.4% of the 13F portfolio, value $4,630,163.

    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 5,087 shares
    Change vs previous 13F -203 shares

    0.4% of the 13F portfolio, value $4,510,083.

    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 5,290 shares
    Change vs previous 13F -208 shares

    0.42% of the 13F portfolio, value $4,496,639.

    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 5,498 shares
    Change vs previous 13F +5 shares

    0.32% of the 13F portfolio, value $4,027,900.

    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 5,493 shares
    Change vs previous 13F -7 shares

    0.33% of the 13F portfolio, value $3,626,101.

    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 5,500 shares
    Change vs previous 13F -56 shares

    0.31% of the 13F portfolio, value $3,107,558.

    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 5,556 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,991,505.

    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).