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Sheaff Brock Investment Advisors, LLC: EXLS position timeline

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

Sheaff Brock Investment Advisors, LLC held 44,049 EXLS 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 44,049 shares
    Change vs previous 13F -1,357 shares

    0.19% of the 13F portfolio, value $2,079,554.

    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 45,406 shares
    Change vs previous 13F +8 shares

    0.18% of the 13F portfolio, value $2,015,119.

    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 45,398 shares
    Change vs previous 13F +1,066 shares

    0.15% of the 13F portfolio, value $1,731,934.

    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 44,332 shares
    Change vs previous 13F -3,092 shares

    0.13% of the 13F portfolio, value $1,390,252.

    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 47,424 shares
    Change vs previous 13F +6,618 shares

    0.12% of the 13F portfolio, value $1,508,084.

    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 40,806 shares
    Change vs previous 13F +810 shares

    0.11% of the 13F portfolio, value $1,258,866.

    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 39,996 shares
    Change vs previous 13F +32,096 shares

    0.11% of the 13F portfolio, value $1,121,488.

    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 7,900 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,193,374.

    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).