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Sheaff Brock Investment Advisors, LLC: WFC position timeline

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

Sheaff Brock Investment Advisors, LLC held 22,802 WFC 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 22,802 shares
    Change vs previous 13F -11,198 shares

    0.15% of the 13F portfolio, value $1,636,975.

    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 34,000 shares
    Change vs previous 13F +12,319 shares

    0.21% of the 13F portfolio, value $2,388,146.

    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 21,681 shares
    Change vs previous 13F +1,202 shares

    0.11% of the 13F portfolio, value $1,224,773.

    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 20,479 shares
    Change vs previous 13F -1,917 shares

    0.11% of the 13F portfolio, value $1,216,240.

    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 22,396 shares
    Change vs previous 13F -1,278 shares

    0.1% of the 13F portfolio, value $1,298,093.

    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 23,674 shares
    Change vs previous 13F +6 shares

    0.1% of the 13F portfolio, value $1,165,214.

    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 23,668 shares
    Change vs previous 13F -1,271 shares

    0.1% of the 13F portfolio, value $967,063.

    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 24,939 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,064,383.

    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).