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Disclosery

USCA RIA LLC: EXC position timeline

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

USCA RIA LLC held 125,662 EXC 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 125,662 shares
    Change vs previous 13F +3,081 shares

    0.34% of the 13F portfolio, value $5,568,000.

    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 122,581 shares
    Change vs previous 13F +122,581 shares

    0.35% of the 13F portfolio, value $5,362,000.

    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 0 shares
    Change vs previous 13F -9,000 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2020-09-30
    13F 9,000 shares
    Change vs previous 13F -103 shares

    0.03% of the 13F portfolio, value $322,000.

    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 9,103 shares
    Change vs previous 13F -19,103 shares

    0.03% of the 13F portfolio, value $330,000.

    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 28,206 shares
    Change vs previous 13F -82,918 shares

    0.12% of the 13F portfolio, value $1,038,000.

    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 111,124 shares
    Change vs previous 13F +68,214 shares

    0.45% of the 13F portfolio, value $5,066,000.

    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 42,910 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,073,000.

    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).