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USCA RIA LLC: IBM position timeline

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

USCA RIA LLC held 83,710 IBM 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 83,710 shares
    Change vs previous 13F +4,630 shares

    0.74% of the 13F portfolio, value $12,271,000.

    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 79,080 shares
    Change vs previous 13F +23,067 shares

    0.69% of the 13F portfolio, value $10,538,000.

    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 56,013 shares
    Change vs previous 13F -4,525 shares

    0.49% of the 13F portfolio, value $7,051,000.

    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 60,538 shares
    Change vs previous 13F +1,320 shares

    0.58% of the 13F portfolio, value $7,366,000.

    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 59,218 shares
    Change vs previous 13F +2,129 shares

    0.63% of the 13F portfolio, value $7,152,000.

    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 57,089 shares
    Change vs previous 13F -17,743 shares

    0.73% of the 13F portfolio, value $6,333,000.

    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 74,832 shares
    Change vs previous 13F +2,748 shares

    0.9% of the 13F portfolio, value $10,030,000.

    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 72,084 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $10,482,000.

    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).