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Disclosery

USCA RIA LLC: WMT position timeline

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

USCA RIA LLC held 55,062 WMT 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 55,062 shares
    Change vs previous 13F -14,921 shares

    0.47% of the 13F portfolio, value $7,765,000.

    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 69,983 shares
    Change vs previous 13F -1,041 shares

    0.62% of the 13F portfolio, value $9,506,000.

    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 71,024 shares
    Change vs previous 13F +6,121 shares

    0.72% of the 13F portfolio, value $10,238,000.

    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 64,903 shares
    Change vs previous 13F -220 shares

    0.71% of the 13F portfolio, value $9,081,000.

    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 65,123 shares
    Change vs previous 13F -4,803 shares

    0.69% of the 13F portfolio, value $7,800,000.

    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 69,926 shares
    Change vs previous 13F -6,716 shares

    0.92% of the 13F portfolio, value $7,945,000.

    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 76,642 shares
    Change vs previous 13F -1,584 shares

    0.81% of the 13F portfolio, value $9,108,000.

    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 78,226 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $9,284,000.

    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).