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Disclosery

USCA RIA LLC: SDY position timeline

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

USCA RIA LLC held 12,959 SDY 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 12,959 shares
    Change vs previous 13F +3,013 shares

    0.1% of the 13F portfolio, value $1,585,000.

    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 9,946 shares
    Change vs previous 13F +5,345 shares

    0.08% of the 13F portfolio, value $1,174,000.

    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 4,601 shares
    Change vs previous 13F +91 shares

    0.03% of the 13F portfolio, value $487,000.

    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 4,510 shares
    Change vs previous 13F -7,409 shares

    0.03% of the 13F portfolio, value $417,000.

    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 11,919 shares
    Change vs previous 13F +7,460 shares

    0.1% of the 13F portfolio, value $1,087,000.

    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 4,459 shares
    Change vs previous 13F -2,130 shares

    0.04% of the 13F portfolio, value $356,000.

    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 6,589 shares
    Change vs previous 13F +317 shares

    0.06% of the 13F portfolio, value $709,000.

    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 6,272 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $644,000.

    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).