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Sheaff Brock Investment Advisors, LLC: META position timeline

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

Sheaff Brock Investment Advisors, LLC held 26,312 META 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 26,312 shares
    Change vs previous 13F -276 shares

    1.39% of the 13F portfolio, value $15,165,371.

    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 26,588 shares
    Change vs previous 13F -1,518 shares

    1.35% of the 13F portfolio, value $15,567,587.

    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 28,106 shares
    Change vs previous 13F -585 shares

    1.41% of the 13F portfolio, value $16,088,940.

    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 28,691 shares
    Change vs previous 13F -3,093 shares

    1.34% of the 13F portfolio, value $14,466,649.

    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 31,784 shares
    Change vs previous 13F +4,449 shares

    1.23% of the 13F portfolio, value $15,433,906.

    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 27,335 shares
    Change vs previous 13F +3,774 shares

    0.87% of the 13F portfolio, value $9,675,497.

    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 23,561 shares
    Change vs previous 13F -1,024 shares

    0.71% of the 13F portfolio, value $7,073,248.

    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 24,585 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $7,055,404.

    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).