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Disclosery

USCA RIA LLC: DOW position timeline

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

USCA RIA LLC held 151,629 DOW 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 151,629 shares
    Change vs previous 13F +10,353 shares

    0.58% of the 13F portfolio, value $9,595,000.

    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 141,276 shares
    Change vs previous 13F -1,637 shares

    0.59% of the 13F portfolio, value $9,033,000.

    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 142,913 shares
    Change vs previous 13F -30,990 shares

    0.56% of the 13F portfolio, value $7,932,000.

    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 173,903 shares
    Change vs previous 13F +15,679 shares

    0.64% of the 13F portfolio, value $8,182,000.

    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 158,224 shares
    Change vs previous 13F +68,944 shares

    0.57% of the 13F portfolio, value $6,449,000.

    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 89,280 shares
    Change vs previous 13F -32,890 shares

    0.3% of the 13F portfolio, value $2,611,000.

    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 122,170 shares
    Change vs previous 13F +99,041 shares

    0.6% of the 13F portfolio, value $6,686,000.

    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 23,129 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,102,000.

    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).