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Disclosery

USCA RIA LLC: WMB position timeline

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

USCA RIA LLC held 116,467 WMB 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 116,467 shares
    Change vs previous 13F -7,831 shares

    0.19% of the 13F portfolio, value $3,092,000.

    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 124,298 shares
    Change vs previous 13F +25,755 shares

    0.19% of the 13F portfolio, value $2,945,000.

    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 98,543 shares
    Change vs previous 13F +57,150 shares

    0.14% of the 13F portfolio, value $1,976,000.

    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 41,393 shares
    Change vs previous 13F -13,498 shares

    0.06% of the 13F portfolio, value $813,000.

    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 54,891 shares
    Change vs previous 13F +13,689 shares

    0.09% of the 13F portfolio, value $1,044,000.

    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 41,202 shares
    Change vs previous 13F +11,870 shares

    0.07% of the 13F portfolio, value $583,000.

    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 29,332 shares
    Change vs previous 13F -30,861 shares

    0.06% of the 13F portfolio, value $696,000.

    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 60,193 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,448,000.

    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).