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Disclosery

USCA RIA LLC: IWF position timeline

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

USCA RIA LLC held 4,084 IWF 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 4,084 shares
    Change vs previous 13F -36 shares

    0.07% of the 13F portfolio, value $1,109,000.

    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 4,120 shares
    Change vs previous 13F +2,680 shares

    0.07% of the 13F portfolio, value $1,001,000.

    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 1,440 shares
    Change vs previous 13F -285 shares

    0.02% of the 13F portfolio, value $347,000.

    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 1,725 shares
    Change vs previous 13F +370 shares

    0.03% of the 13F portfolio, value $374,000.

    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 1,355 shares
    Change vs previous 13F -29 shares

    0.02% of the 13F portfolio, value $260,000.

    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 1,384 shares
    Change vs previous 13F -14,186 shares

    0.02% of the 13F portfolio, value $209,000.

    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 15,570 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $2,739,000.

    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 15,570 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,485,000.

    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).