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Sheaff Brock Investment Advisors, LLC: VOO position timeline

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

Sheaff Brock Investment Advisors, LLC held 7,559 VOO 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 7,559 shares
    Change vs previous 13F +499 shares

    0.36% of the 13F portfolio, value $3,884,682.

    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 7,060 shares
    Change vs previous 13F +154 shares

    0.33% of the 13F portfolio, value $3,803,775.

    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 6,906 shares
    Change vs previous 13F +122 shares

    0.32% of the 13F portfolio, value $3,643,866.

    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 6,784 shares
    Change vs previous 13F +164 shares

    0.31% of the 13F portfolio, value $3,392,886.

    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 6,620 shares
    Change vs previous 13F +249 shares

    0.25% of the 13F portfolio, value $3,182,238.

    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 6,371 shares
    Change vs previous 13F +252 shares

    0.25% of the 13F portfolio, value $2,782,721.

    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 6,119 shares
    Change vs previous 13F +250 shares

    0.24% of the 13F portfolio, value $2,402,736.

    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 5,869 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,390,125.

    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).