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Disclosery

USCA RIA LLC: OPTU position timeline

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

USCA RIA LLC held 39,210 OPTU 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 39,210 shares
    Change vs previous 13F +7,485 shares

    0.08% of the 13F portfolio, value $1,339,000.

    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 31,725 shares
    Change vs previous 13F -27,865 shares

    0.07% of the 13F portfolio, value $1,032,000.

    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 59,590 shares
    Change vs previous 13F -12,730 shares

    0.16% of the 13F portfolio, value $2,257,000.

    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 72,320 shares
    Change vs previous 13F +18,415 shares

    0.15% of the 13F portfolio, value $1,880,000.

    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 53,905 shares
    Change vs previous 13F +1,025 shares

    0.11% of the 13F portfolio, value $1,215,000.

    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 52,880 shares
    Change vs previous 13F -6,845 shares

    0.14% of the 13F portfolio, value $1,179,000.

    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 59,725 shares
    Change vs previous 13F -270 shares

    0.15% of the 13F portfolio, value $1,633,000.

    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 59,995 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,721,000.

    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).