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Disclosery

USCA RIA LLC: PSX position timeline

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

USCA RIA LLC held 19,539 PSX 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 19,539 shares
    Change vs previous 13F -10 shares

    0.1% of the 13F portfolio, value $1,677,000.

    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 19,549 shares
    Change vs previous 13F +392 shares

    0.1% of the 13F portfolio, value $1,594,000.

    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 19,157 shares
    Change vs previous 13F +14,165 shares

    0.09% of the 13F portfolio, value $1,340,000.

    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 4,992 shares
    Change vs previous 13F +507 shares

    0.02% of the 13F portfolio, value $259,000.

    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 4,485 shares
    Change vs previous 13F +394 shares

    0.03% of the 13F portfolio, value $322,000.

    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 4,091 shares
    Change vs previous 13F -53,739 shares

    0.03% of the 13F portfolio, value $219,000.

    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 57,830 shares
    Change vs previous 13F -11,254 shares

    0.58% of the 13F portfolio, value $6,443,000.

    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 69,084 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $7,074,000.

    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).