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Disclosery

USCA RIA LLC: DOCU position timeline

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

USCA RIA LLC held 13,886 DOCU 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 13,886 shares
    Change vs previous 13F -5,850 shares

    0.24% of the 13F portfolio, value $3,882,000.

    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 19,736 shares
    Change vs previous 13F +7,896 shares

    0.26% of the 13F portfolio, value $3,996,000.

    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 11,840 shares
    Change vs previous 13F -4,905 shares

    0.18% of the 13F portfolio, value $2,632,000.

    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 16,745 shares
    Change vs previous 13F +295 shares

    0.28% of the 13F portfolio, value $3,604,000.

    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 16,450 shares
    Change vs previous 13F +4,000 shares

    0.25% of the 13F portfolio, value $2,833,000.

    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 12,450 shares
    Change vs previous 13F +4,750 shares

    0.13% of the 13F portfolio, value $1,150,000.

    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 7,700 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $571,000.

    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 7,700 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $477,000.

    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).