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Sheaff Brock Investment Advisors, LLC: XEXGX position timeline

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

Sheaff Brock Investment Advisors, LLC held 116,058 XEXGX 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 116,058 shares
    Change vs previous 13F +17 shares

    0.09% of the 13F portfolio, value $944,710.

    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 116,041 shares
    Change vs previous 13F +21,285 shares

    0.08% of the 13F portfolio, value $948,053.

    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 94,756 shares
    Change vs previous 13F +5,040 shares

    0.07% of the 13F portfolio, value $826,270.

    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 89,716 shares
    Change vs previous 13F +21,449 shares

    0.07% of the 13F portfolio, value $758,098.

    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 68,267 shares
    Change vs previous 13F +5 shares

    0.04% of the 13F portfolio, value $557,057.

    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 68,262 shares
    Change vs previous 13F +353 shares

    0.05% of the 13F portfolio, value $526,981.

    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 67,909 shares
    Change vs previous 13F +1,782 shares

    0.05% of the 13F portfolio, value $500,488.

    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 66,127 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $523,724.

    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).