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Disclosery

USCA RIA LLC: STZ position timeline

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

USCA RIA LLC held 7,768 STZ 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 7,768 shares
    Change vs previous 13F -202 shares

    0.11% of the 13F portfolio, value $1,817,000.

    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 7,970 shares
    Change vs previous 13F -652 shares

    0.12% of the 13F portfolio, value $1,817,000.

    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 8,622 shares
    Change vs previous 13F -1,210 shares

    0.13% of the 13F portfolio, value $1,889,000.

    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 9,832 shares
    Change vs previous 13F +1,750 shares

    0.15% of the 13F portfolio, value $1,863,000.

    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 8,082 shares
    Change vs previous 13F +15 shares

    0.13% of the 13F portfolio, value $1,414,000.

    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 8,067 shares
    Change vs previous 13F -405 shares

    0.13% of the 13F portfolio, value $1,157,000.

    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 8,472 shares
    Change vs previous 13F +831 shares

    0.14% of the 13F portfolio, value $1,608,000.

    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 7,641 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,584,000.

    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).