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Sheaff Brock Investment Advisors, LLC: MSFT position timeline

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

Sheaff Brock Investment Advisors, LLC held 63,287 MSFT 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 63,287 shares
    Change vs previous 13F -211 shares

    2.18% of the 13F portfolio, value $23,757,330.

    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 63,498 shares
    Change vs previous 13F -590 shares

    2.33% of the 13F portfolio, value $26,764,358.

    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 64,088 shares
    Change vs previous 13F -310 shares

    2.42% of the 13F portfolio, value $27,576,908.

    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 64,398 shares
    Change vs previous 13F +3,095 shares

    2.67% of the 13F portfolio, value $28,782,901.

    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 61,303 shares
    Change vs previous 13F -11,002 shares

    2.05% of the 13F portfolio, value $25,791,550.

    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 72,305 shares
    Change vs previous 13F -790 shares

    2.44% of the 13F portfolio, value $27,189,627.

    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 73,095 shares
    Change vs previous 13F -660 shares

    2.32% of the 13F portfolio, value $23,079,685.

    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 73,755 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $25,116,637.

    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).