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USCA RIA LLC: UPS position timeline

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

USCA RIA LLC held 37,215 UPS 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 37,215 shares
    Change vs previous 13F +1,445 shares

    0.47% of the 13F portfolio, value $7,740,000.

    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 35,770 shares
    Change vs previous 13F +2,930 shares

    0.4% of the 13F portfolio, value $6,081,000.

    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 32,840 shares
    Change vs previous 13F -6,204 shares

    0.39% of the 13F portfolio, value $5,530,000.

    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 39,044 shares
    Change vs previous 13F -19,036 shares

    0.51% of the 13F portfolio, value $6,506,000.

    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 58,080 shares
    Change vs previous 13F +3,296 shares

    0.57% of the 13F portfolio, value $6,457,000.

    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 54,784 shares
    Change vs previous 13F -32,049 shares

    0.59% of the 13F portfolio, value $5,118,000.

    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 86,833 shares
    Change vs previous 13F -5,674 shares

    0.91% of the 13F portfolio, value $10,165,000.

    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 92,507 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $11,084,000.

    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).