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Sheaff Brock Investment Advisors, LLC: HD position timeline

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

Sheaff Brock Investment Advisors, LLC held 27,708 HD 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 27,708 shares
    Change vs previous 13F +151 shares

    0.93% of the 13F portfolio, value $10,154,649.

    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 27,557 shares
    Change vs previous 13F -11,212 shares

    0.93% of the 13F portfolio, value $10,719,573.

    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 38,769 shares
    Change vs previous 13F -123 shares

    1.38% of the 13F portfolio, value $15,709,328.

    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 38,892 shares
    Change vs previous 13F -1,739 shares

    1.24% of the 13F portfolio, value $13,388,139.

    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 40,631 shares
    Change vs previous 13F -1,145 shares

    1.24% of the 13F portfolio, value $15,586,088.

    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 41,776 shares
    Change vs previous 13F +12,433 shares

    1.3% of the 13F portfolio, value $14,477,499.

    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 29,343 shares
    Change vs previous 13F -11,652 shares

    0.89% of the 13F portfolio, value $8,866,286.

    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 40,995 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $12,734,619.

    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).