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Disclosery

USCA RIA LLC: PAA position timeline

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

USCA RIA LLC held 67,515 PAA 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 67,515 shares
    Change vs previous 13F -2,080 shares

    0.05% of the 13F portfolio, value $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 69,595 shares
    Change vs previous 13F -45,395 shares

    0.04% of the 13F portfolio, value $633,000.

    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 114,990 shares
    Change vs previous 13F +2,710 shares

    0.07% of the 13F portfolio, value $948,000.

    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 112,280 shares
    Change vs previous 13F -21,309 shares

    0.05% of the 13F portfolio, value $671,000.

    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 133,589 shares
    Change vs previous 13F +35,823 shares

    0.1% of the 13F portfolio, value $1,181,000.

    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 97,766 shares
    Change vs previous 13F -22,109 shares

    0.06% of the 13F portfolio, value $516,000.

    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 119,875 shares
    Change vs previous 13F +41,246 shares

    0.2% of the 13F portfolio, value $2,205,000.

    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 78,629 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,632,000.

    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).