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Disclosery

USCA RIA LLC: KO position timeline

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

USCA RIA LLC held 233,926 KO 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 233,926 shares
    Change vs previous 13F +4,003 shares

    0.77% of the 13F portfolio, value $12,658,000.

    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 229,923 shares
    Change vs previous 13F +104,432 shares

    0.8% of the 13F portfolio, value $12,119,000.

    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 125,491 shares
    Change vs previous 13F -5,219 shares

    0.48% of the 13F portfolio, value $6,882,000.

    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 130,710 shares
    Change vs previous 13F +5,819 shares

    0.51% of the 13F portfolio, value $6,453,000.

    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 124,891 shares
    Change vs previous 13F +12,532 shares

    0.49% of the 13F portfolio, value $5,580,000.

    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 112,359 shares
    Change vs previous 13F +29,760 shares

    0.58% of the 13F portfolio, value $4,972,000.

    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 82,599 shares
    Change vs previous 13F +13,176 shares

    0.41% of the 13F portfolio, value $4,572,000.

    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 69,423 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $3,779,000.

    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).