Skip to content
Disclosery

USCA RIA LLC: IWD position timeline

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

USCA RIA LLC held 42,661 IWD 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 42,661 shares
    Change vs previous 13F +3,254 shares

    0.41% of the 13F portfolio, value $6,767,000.

    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 39,407 shares
    Change vs previous 13F +33,786 shares

    0.39% of the 13F portfolio, value $5,972,000.

    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 5,621 shares
    Change vs previous 13F +1,305 shares

    0.05% of the 13F portfolio, value $769,000.

    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 4,316 shares
    Change vs previous 13F -359 shares

    0.04% of the 13F portfolio, value $510,000.

    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 4,675 shares
    Change vs previous 13F +195 shares

    0.05% of the 13F portfolio, value $527,000.

    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 4,480 shares
    Change vs previous 13F -20,258 shares

    0.05% of the 13F portfolio, value $444,000.

    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 24,738 shares
    Change vs previous 13F +8 shares

    0.3% of the 13F portfolio, value $3,376,000.

    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 24,730 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $3,172,000.

    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).