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Disclosery

USCA RIA LLC: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of USCA RIA LLC on AEP, newest first. How the timeline and the estimate are built.

USCA RIA LLC held 32,044 AEP shares at 2021-06-30 per its 13F-HR filed 2021-07-28.

the latest 13F is the newest step

  1. period ended2021-06-30
    13F 32,044 shares
    Change vs previous 13F +2,680 shares

    0.16% of the 13F portfolio, value $2,711,000.

    13F-HR 0001754960-21-000148 filed by USCA RIA LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2021-03-31
    13F 29,364 shares
    Change vs previous 13F +29,364 shares

    0.16% of the 13F portfolio, value $2,487,000.

    13F-HR 0001754960-21-000068 filed by USCA RIA LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2020-09-30
    13F 0 shares
    Change vs previous 13F -18,305 shares

    13F-HR 0001754960-20-000073 filed by USCA RIA LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2020-06-30
    13F 18,305 shares
    Change vs previous 13F +7,971 shares

    0.13% of the 13F portfolio, value $1,458,000.

    13F-HR 0001754960-20-000058 filed by USCA RIA LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2020-03-31
    13F/A 10,334 shares
    Change vs previous 13F -13,296 shares

    0.1% of the 13F portfolio, value $826,000.

    13F-HR/A 0001754960-20-000029 filed by USCA RIA LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2019-12-31
    13F 23,630 shares
    Change vs previous 13F -590 shares

    0.2% of the 13F portfolio, value $2,233,000.

    13F-HR 0001525212-20-000001 filed by USCA RIA LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2019-09-30
    13F/A 24,220 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,269,000.

    13F-HR/A 0001525212-19-000007 filed by USCA RIA LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).