SEC 13F Intelligence

Sheaff Brock Investment Advisors, LLC / META

Sheaff Brock Investment Advisors, LLC’s Meta Platforms Inc Position

Does Sheaff Brock Investment Advisors, LLC own Meta Platforms Inc (META)? Yes — 26.3K shares worth $15M (+1.39% of its 13F portfolio) as of Q1 2025, down from 26.6K shares the prior filed quarter.

Position Value
$15M
Q1 2025
Shares
26.3K
% of Portfolio
+1.39%
Quarters Held
26
currently held

Position History META

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $6MQ2 ’19: $7MQ3 ’19: $5MQ4 ’19: $6MQ4 ’19Q1 ’20: $4MQ2 ’20: $8MQ3 ’20: $10MQ4 ’20: $9MQ4 ’20Q1 ’21: $10MQ2 ’21: $12MQ3 ’21: $12MQ4 ’21: $11MQ4 ’21Q1 ’22: $8MQ2 ’22: $5MQ3 ’22: $4MQ4 ’22: $3MQ4 ’22Q1 ’23: $6MQ2 ’23: $7MQ3 ’23: $7MQ4 ’23: $10MQ4 ’23Q1 ’24: $15MQ2 ’24: $14MQ3 ’24: $16MQ4 ’24: $16MQ4 ’24Q1 ’25: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202526.3K$15M+1.39%
Q4 202426.6K$16M+1.35%
Q3 202428.1K$16M+1.41%
Q2 202428.7K$14M+1.34%
Q1 202431.8K$15M+0.97%
Q4 202327.3K$10M+0.75%
Q3 202323.6K$7M+0.64%
Q2 202324.6K$7M+0.59%
Q1 202326.2K$6M+0.51%
Q4 202226.9K$3M+0.32%
Q3 202226.4K$4M+0.38%
Q2 202233.7K$5M+0.45%
Q1 202234.9K$8M+0.54%
Q4 202133.6K$11M+0.77%
Q3 202135.3K$12M+0.89%
Q2 202133.2K$12M+0.84%
Q1 202133.7K$10M+0.79%
Q4 202031.5K$9M+0.72%
Q3 202036.3K$10M+0.88%
Q2 202036.7K$8M+0.83%
Q1 202026.4K$4M+0.58%
Q4 201931.5K$6M+0.63%
Q3 201929.0K$5M+0.56%
Q2 201937.0K$7M+0.77%
Q1 201938.3K$6M+0.78%
Q4 201835.8K$5M+0.74%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sheaff Brock Investment Advisors, LLC’s full portfolio or all institutional holders of META.