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Sheaff Brock Investment Advisors, LLC: INVH position timeline

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

Sheaff Brock Investment Advisors, LLC held 35,348 INVH 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 35,348 shares
    Change vs previous 13F -81 shares

    0.11% of the 13F portfolio, value $1,231,878.

    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 35,429 shares
    Change vs previous 13F +408 shares

    0.1% of the 13F portfolio, value $1,132,666.

    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 35,021 shares
    Change vs previous 13F -358 shares

    0.11% of the 13F portfolio, value $1,234,841.

    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 35,379 shares
    Change vs previous 13F -2,973 shares

    0.12% of the 13F portfolio, value $1,269,753.

    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 38,352 shares
    Change vs previous 13F -639 shares

    0.11% of the 13F portfolio, value $1,365,715.

    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 38,991 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,329,984.

    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).