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USCA RIA LLC: CRM position timeline

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

USCA RIA LLC held 10,115 CRM 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 10,115 shares
    Change vs previous 13F -1,009 shares

    0.15% of the 13F portfolio, value $2,471,000.

    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 11,124 shares
    Change vs previous 13F +175 shares

    0.15% of the 13F portfolio, value $2,357,000.

    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 10,949 shares
    Change vs previous 13F +1,769 shares

    0.17% of the 13F portfolio, value $2,436,000.

    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 9,180 shares
    Change vs previous 13F -629 shares

    0.18% of the 13F portfolio, value $2,307,000.

    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 9,809 shares
    Change vs previous 13F -63 shares

    0.16% of the 13F portfolio, value $1,838,000.

    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 9,872 shares
    Change vs previous 13F -275 shares

    0.16% of the 13F portfolio, value $1,421,000.

    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 10,147 shares
    Change vs previous 13F -12,387 shares

    0.15% of the 13F portfolio, value $1,650,000.

    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 22,534 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,345,000.

    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).