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Sheaff Brock Investment Advisors, LLC: PM position timeline

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

Sheaff Brock Investment Advisors, LLC held 43,183 PM 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 43,183 shares
    Change vs previous 13F +109 shares

    0.63% of the 13F portfolio, value $6,854,362.

    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 43,074 shares
    Change vs previous 13F +104 shares

    0.45% of the 13F portfolio, value $5,183,897.

    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 42,970 shares
    Change vs previous 13F -291 shares

    0.46% of the 13F portfolio, value $5,216,509.

    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 43,261 shares
    Change vs previous 13F -3,474 shares

    0.41% of the 13F portfolio, value $4,383,673.

    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 46,735 shares
    Change vs previous 13F -131 shares

    0.34% of the 13F portfolio, value $4,281,848.

    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 46,866 shares
    Change vs previous 13F +4,119 shares

    0.4% of the 13F portfolio, value $4,409,138.

    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 42,747 shares
    Change vs previous 13F -2,267 shares

    0.4% of the 13F portfolio, value $3,957,505.

    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 45,014 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $4,394,268.

    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).