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Sheaff Brock Investment Advisors, LLC: DOC position timeline

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

Sheaff Brock Investment Advisors, LLC held 64,624 DOC 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 64,624 shares
    Change vs previous 13F +5,140 shares

    0.12% of the 13F portfolio, value $1,306,701.

    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 59,484 shares
    Change vs previous 13F -3,736 shares

    0.1% of the 13F portfolio, value $1,205,741.

    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 63,220 shares
    Change vs previous 13F -560 shares

    0.13% of the 13F portfolio, value $1,445,842.

    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 63,780 shares
    Change vs previous 13F -2,743 shares

    0.12% of the 13F portfolio, value $1,250,088.

    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 66,523 shares
    Change vs previous 13F +2,019 shares

    0.1% of the 13F portfolio, value $1,247,307.

    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 64,504 shares
    Change vs previous 13F +17,585 shares

    0.11% of the 13F portfolio, value $1,277,170.

    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 46,919 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $861,424.

    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 46,919 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $943,062.

    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).