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Disclosery

USCA RIA LLC: DIS position timeline

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

USCA RIA LLC held 21,821 DIS 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 21,821 shares
    Change vs previous 13F +1,416 shares

    0.23% of the 13F portfolio, value $3,835,000.

    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 20,405 shares
    Change vs previous 13F +2,205 shares

    0.25% of the 13F portfolio, value $3,765,000.

    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 18,200 shares
    Change vs previous 13F -2,680 shares

    0.23% of the 13F portfolio, value $3,297,000.

    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 20,880 shares
    Change vs previous 13F -15,486 shares

    0.2% of the 13F portfolio, value $2,591,000.

    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 36,366 shares
    Change vs previous 13F -12,852 shares

    0.36% of the 13F portfolio, value $4,055,000.

    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 49,218 shares
    Change vs previous 13F -5,533 shares

    0.55% of the 13F portfolio, value $4,754,000.

    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 54,751 shares
    Change vs previous 13F +2,129 shares

    0.71% of the 13F portfolio, value $7,919,000.

    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 52,622 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $6,858,000.

    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).