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Sheaff Brock Investment Advisors, LLC: ORCL position timeline

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

Sheaff Brock Investment Advisors, LLC held 110,102 ORCL 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 110,102 shares
    Change vs previous 13F +2,056 shares

    1.41% of the 13F portfolio, value $15,393,371.

    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 108,046 shares
    Change vs previous 13F -11,556 shares

    1.57% of the 13F portfolio, value $18,004,730.

    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 119,602 shares
    Change vs previous 13F -2,003 shares

    1.79% of the 13F portfolio, value $20,380,220.

    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 121,605 shares
    Change vs previous 13F +316 shares

    1.59% of the 13F portfolio, value $17,170,636.

    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 121,289 shares
    Change vs previous 13F -1,116 shares

    1.21% of the 13F portfolio, value $15,235,163.

    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 122,405 shares
    Change vs previous 13F -3,411 shares

    1.16% of the 13F portfolio, value $12,905,137.

    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 125,816 shares
    Change vs previous 13F -3,054 shares

    1.34% of the 13F portfolio, value $13,326,394.

    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 128,870 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $15,347,152.

    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).