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Sheaff Brock Investment Advisors, LLC: DIA position timeline

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

Sheaff Brock Investment Advisors, LLC held 20,363 DIA 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 20,363 shares
    Change vs previous 13F -10 shares

    0.78% of the 13F portfolio, value $8,550,095.

    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 20,373 shares
    Change vs previous 13F +92 shares

    0.75% of the 13F portfolio, value $8,668,643.

    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 20,281 shares
    Change vs previous 13F +386 shares

    0.75% of the 13F portfolio, value $8,581,112.

    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 19,895 shares
    Change vs previous 13F +325 shares

    0.72% of the 13F portfolio, value $7,781,394.

    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 19,570 shares
    Change vs previous 13F +100 shares

    0.62% of the 13F portfolio, value $7,784,294.

    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 19,470 shares
    Change vs previous 13F -1,900 shares

    0.66% of the 13F portfolio, value $7,337,667.

    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 21,370 shares
    Change vs previous 13F +1,223 shares

    0.72% of the 13F portfolio, value $7,157,766.

    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 20,147 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $6,927,699.

    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).