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Disclosery

USCA RIA LLC: AGG position timeline

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

USCA RIA LLC held 127,731 AGG 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 127,731 shares
    Change vs previous 13F -18,747 shares

    0.89% of the 13F portfolio, value $14,731,000.

    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 146,478 shares
    Change vs previous 13F -478,811 shares

    1.1% of the 13F portfolio, value $16,674,000.

    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 ended2020-12-31
    13F 625,289 shares
    Change vs previous 13F +62,939 shares

    5.19% of the 13F portfolio, value $73,903,000.

    13F-HR 0001754960-21-000025 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).

  4. period ended2020-09-30
    13F 562,350 shares
    Change vs previous 13F +11,864 shares

    5.2% of the 13F portfolio, value $66,391,000.

    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).

  5. period ended2020-06-30
    13F 550,486 shares
    Change vs previous 13F +337,383 shares

    5.76% of the 13F portfolio, value $65,073,000.

    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).

  6. period ended2020-03-31
    13F/A 213,103 shares
    Change vs previous 13F -51,357 shares

    2.85% of the 13F portfolio, value $24,586,000.

    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).

  7. period ended2019-12-31
    13F 264,460 shares
    Change vs previous 13F +12,307 shares

    2.66% of the 13F portfolio, value $29,717,000.

    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).

  8. period ended2019-09-30
    13F/A 252,153 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $28,536,000.

    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).