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Disclosery

USCA RIA LLC: PM position timeline

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

USCA RIA LLC held 52,780 PM 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 52,780 shares
    Change vs previous 13F -21,328 shares

    0.32% of the 13F portfolio, value $5,231,000.

    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 74,108 shares
    Change vs previous 13F +24,650 shares

    0.43% of the 13F portfolio, value $6,576,000.

    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 49,458 shares
    Change vs previous 13F -57,318 shares

    0.29% of the 13F portfolio, value $4,095,000.

    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 106,776 shares
    Change vs previous 13F -296 shares

    0.63% of the 13F portfolio, value $8,007,000.

    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 107,072 shares
    Change vs previous 13F +3,897 shares

    0.66% of the 13F portfolio, value $7,501,000.

    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 103,175 shares
    Change vs previous 13F +3,605 shares

    0.87% of the 13F portfolio, value $7,528,000.

    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 99,570 shares
    Change vs previous 13F +871 shares

    0.76% of the 13F portfolio, value $8,472,000.

    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 98,699 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $7,494,000.

    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).