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Sheaff Brock Investment Advisors, LLC: DOCS position timeline

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

Sheaff Brock Investment Advisors, LLC held 7,971 DOCS 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 7,971 shares
    Change vs previous 13F -1,657 shares

    0.04% of the 13F portfolio, value $462,558.

    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 9,628 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $514,039.

    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).