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Disclosery

USCA RIA LLC: KLAC position timeline

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

USCA RIA LLC held 10,506 KLAC 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 10,506 shares
    Change vs previous 13F +98 shares

    0.21% of the 13F portfolio, value $3,406,000.

    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 10,408 shares
    Change vs previous 13F +10,408 shares

    0.23% of the 13F portfolio, value $3,439,000.

    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 ended2020-09-30
    13F 0 shares
    Change vs previous 13F -11,527 shares

    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).

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

  4. period ended2020-06-30
    13F 11,527 shares
    Change vs previous 13F +270 shares

    0.2% of the 13F portfolio, value $2,242,000.

    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).

  5. period ended2020-03-31
    13F/A 11,257 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,618,000.

    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).