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Sheaff Brock Investment Advisors, LLC: PSEC position timeline

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

Sheaff Brock Investment Advisors, LLC held 26,535 PSEC 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 26,535 shares
    Change vs previous 13F -1,973 shares

    0.01% of the 13F portfolio, value $108,794.

    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 28,508 shares
    Change vs previous 13F -752 shares

    0.01% of the 13F portfolio, value $122,870.

    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 29,260 shares
    Change vs previous 13F +2,010 shares

    0.01% of the 13F portfolio, value $156,541.

    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 27,250 shares
    Change vs previous 13F -7,500 shares

    0.01% of the 13F portfolio, value $150,693.

    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 34,750 shares
    Change vs previous 13F -1,000 shares

    0.02% of the 13F portfolio, value $191,820.

    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 35,750 shares
    Change vs previous 13F -42,988 shares

    0.02% of the 13F portfolio, value $214,143.

    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 78,738 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $476,365.

    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 78,738 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $488,176.

    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).