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Disclosery

USCA RIA LLC: VUG position timeline

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

USCA RIA LLC held 35,936 VUG 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 35,936 shares
    Change vs previous 13F +1,808 shares

    0.63% of the 13F portfolio, value $10,307,000.

    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 34,128 shares
    Change vs previous 13F +357 shares

    0.58% of the 13F portfolio, value $8,772,000.

    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 33,771 shares
    Change vs previous 13F +18,410 shares

    0.6% of the 13F portfolio, value $8,556,000.

    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 15,361 shares
    Change vs previous 13F -1,730 shares

    0.27% of the 13F portfolio, value $3,496,000.

    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 17,091 shares
    Change vs previous 13F +1,466 shares

    0.31% of the 13F portfolio, value $3,454,000.

    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 15,625 shares
    Change vs previous 13F -13,195 shares

    0.28% of the 13F portfolio, value $2,448,000.

    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 28,820 shares
    Change vs previous 13F +924 shares

    0.47% of the 13F portfolio, value $5,250,000.

    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 27,896 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $4,639,000.

    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).