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Sheaff Brock Investment Advisors, LLC: DELL position timeline

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

Sheaff Brock Investment Advisors, LLC held 75,617 DELL 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 75,617 shares
    Change vs previous 13F +663 shares

    0.63% of the 13F portfolio, value $6,892,490.

    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 74,954 shares
    Change vs previous 13F -2,549 shares

    0.75% of the 13F portfolio, value $8,637,699.

    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 77,503 shares
    Change vs previous 13F +70,246 shares

    0.81% of the 13F portfolio, value $9,187,206.

    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 7,257 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,000,813.

    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).