Skip to content
Disclosery

USCA RIA LLC: WFC position timeline

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

USCA RIA LLC held 67,013 WFC 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 67,013 shares
    Change vs previous 13F +242 shares

    0.18% of the 13F portfolio, value $3,035,000.

    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 66,771 shares
    Change vs previous 13F -16,133 shares

    0.17% of the 13F portfolio, value $2,609,000.

    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 82,904 shares
    Change vs previous 13F -95,833 shares

    0.18% of the 13F portfolio, value $2,502,000.

    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 178,737 shares
    Change vs previous 13F +46,510 shares

    0.33% of the 13F portfolio, value $4,202,000.

    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 132,227 shares
    Change vs previous 13F +857 shares

    0.3% of the 13F portfolio, value $3,385,000.

    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 131,370 shares
    Change vs previous 13F -40,436 shares

    0.44% of the 13F portfolio, value $3,770,000.

    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 171,806 shares
    Change vs previous 13F -15,205 shares

    0.83% of the 13F portfolio, value $9,243,000.

    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 187,011 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $9,433,000.

    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).