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Sheaff Brock Investment Advisors, LLC: TFC position timeline

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

Sheaff Brock Investment Advisors, LLC held 192,888 TFC 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 192,888 shares
    Change vs previous 13F -7,307 shares

    0.73% of the 13F portfolio, value $7,937,330.

    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 200,195 shares
    Change vs previous 13F -3,042 shares

    0.76% of the 13F portfolio, value $8,684,438.

    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 203,237 shares
    Change vs previous 13F +4,518 shares

    0.76% of the 13F portfolio, value $8,692,458.

    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 198,719 shares
    Change vs previous 13F -32,513 shares

    0.72% of the 13F portfolio, value $7,720,234.

    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 231,232 shares
    Change vs previous 13F +207,203 shares

    0.72% of the 13F portfolio, value $9,013,441.

    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 24,029 shares
    Change vs previous 13F -100 shares

    0.08% of the 13F portfolio, value $887,145.

    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 24,129 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $690,326.

    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 24,129 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $732,311.

    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).