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Sheaff Brock Investment Advisors, LLC: PEP position timeline

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

Sheaff Brock Investment Advisors, LLC held 12,121 PEP 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 12,121 shares
    Change vs previous 13F +614 shares

    0.17% of the 13F portfolio, value $1,817,406.

    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 11,507 shares
    Change vs previous 13F -323 shares

    0.15% of the 13F portfolio, value $1,749,747.

    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 11,830 shares
    Change vs previous 13F -31,493 shares

    0.18% of the 13F portfolio, value $2,011,768.

    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 43,323 shares
    Change vs previous 13F -1,713 shares

    0.66% of the 13F portfolio, value $7,145,331.

    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 45,036 shares
    Change vs previous 13F +1,090 shares

    0.63% of the 13F portfolio, value $7,881,735.

    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 43,946 shares
    Change vs previous 13F +65 shares

    0.67% of the 13F portfolio, value $7,463,862.

    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 43,881 shares
    Change vs previous 13F -428 shares

    0.75% of the 13F portfolio, value $7,435,270.

    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 44,309 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $8,206,880.

    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).