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Disclosery

USCA RIA LLC: EPD position timeline

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

USCA RIA LLC held 1,091,540 EPD 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 1,091,540 shares
    Change vs previous 13F +4,456 shares

    1.6% of the 13F portfolio, value $26,339,000.

    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 1,087,084 shares
    Change vs previous 13F +68,611 shares

    1.57% of the 13F portfolio, value $23,938,000.

    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 1,018,473 shares
    Change vs previous 13F -74,138 shares

    1.4% of the 13F portfolio, value $19,952,000.

    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 1,092,611 shares
    Change vs previous 13F +36,833 shares

    1.35% of the 13F portfolio, value $17,252,000.

    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 1,055,778 shares
    Change vs previous 13F +96,077 shares

    1.7% of the 13F portfolio, value $19,183,000.

    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 959,701 shares
    Change vs previous 13F +415,734 shares

    1.59% of the 13F portfolio, value $13,724,000.

    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 543,967 shares
    Change vs previous 13F +15,903 shares

    1.37% of the 13F portfolio, value $15,318,000.

    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 528,064 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $15,092,000.

    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).