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Sheaff Brock Investment Advisors, LLC: LPLA position timeline

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

Sheaff Brock Investment Advisors, LLC held 7,200 LPLA 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 7,200 shares
    Change vs previous 13F -177 shares

    0.22% of the 13F portfolio, value $2,355,519.

    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 7,377 shares
    Change vs previous 13F -1,257 shares

    0.21% of the 13F portfolio, value $2,408,753.

    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 8,634 shares
    Change vs previous 13F +358 shares

    0.18% of the 13F portfolio, value $2,008,575.

    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 8,276 shares
    Change vs previous 13F -533 shares

    0.21% of the 13F portfolio, value $2,311,533.

    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 8,809 shares
    Change vs previous 13F +669 shares

    0.19% of the 13F portfolio, value $2,327,347.

    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 8,140 shares
    Change vs previous 13F +238 shares

    0.17% of the 13F portfolio, value $1,852,802.

    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 7,902 shares
    Change vs previous 13F -29 shares

    0.19% of the 13F portfolio, value $1,877,857.

    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 7,931 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,724,364.

    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).