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Sheaff Brock Investment Advisors, LLC: MO position timeline

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

Sheaff Brock Investment Advisors, LLC held 75,272 MO 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 75,272 shares
    Change vs previous 13F -8,625 shares

    0.41% of the 13F portfolio, value $4,517,816.

    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 83,897 shares
    Change vs previous 13F +220 shares

    0.38% of the 13F portfolio, value $4,386,966.

    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 83,677 shares
    Change vs previous 13F +776 shares

    0.37% of the 13F portfolio, value $4,270,850.

    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 82,901 shares
    Change vs previous 13F -2,739 shares

    0.35% of the 13F portfolio, value $3,776,142.

    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 85,640 shares
    Change vs previous 13F +667 shares

    0.3% of the 13F portfolio, value $3,735,606.

    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 84,973 shares
    Change vs previous 13F +5,772 shares

    0.31% of the 13F portfolio, value $3,427,809.

    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 79,201 shares
    Change vs previous 13F -296 shares

    0.34% of the 13F portfolio, value $3,330,388.

    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 79,497 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,601,200.

    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).