Skip to content
Disclosery

Sheaff Brock Investment Advisors, LLC: USA position timeline

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

Sheaff Brock Investment Advisors, LLC held 241,230 USA 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 241,230 shares
    Change vs previous 13F -33,000 shares

    0.15% of the 13F portfolio, value $1,580,060.

    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 274,230 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,905,902.

    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 274,230 shares
    Change vs previous 13F +600 shares

    0.17% of the 13F portfolio, value $1,947,036.

    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 273,630 shares
    Change vs previous 13F +1,900 shares

    0.17% of the 13F portfolio, value $1,860,687.

    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 271,730 shares
    Change vs previous 13F -3,425 shares

    0.15% of the 13F portfolio, value $1,942,873.

    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 275,155 shares
    Change vs previous 13F -9,000 shares

    0.16% of the 13F portfolio, value $1,755,488.

    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 284,155 shares
    Change vs previous 13F -78,008 shares

    0.17% of the 13F portfolio, value $1,682,197.

    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 362,163 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,343,194.

    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).