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Sheaff Brock Investment Advisors, LLC: F position timeline

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

Sheaff Brock Investment Advisors, LLC held 260,621 F 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 260,621 shares
    Change vs previous 13F -17,451 shares

    0.24% of the 13F portfolio, value $2,614,027.

    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 278,072 shares
    Change vs previous 13F -1,932 shares

    0.24% of the 13F portfolio, value $2,752,914.

    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 280,004 shares
    Change vs previous 13F -4,895 shares

    0.26% of the 13F portfolio, value $2,956,842.

    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 284,899 shares
    Change vs previous 13F -1,653 shares

    0.33% of the 13F portfolio, value $3,572,629.

    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 286,552 shares
    Change vs previous 13F +359 shares

    0.3% of the 13F portfolio, value $3,805,413.

    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 286,193 shares
    Change vs previous 13F -6,320 shares

    0.31% of the 13F portfolio, value $3,488,691.

    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 292,513 shares
    Change vs previous 13F -8,307 shares

    0.37% of the 13F portfolio, value $3,633,010.

    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 300,820 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $4,551,404.

    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).