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Disclosery

USCA RIA LLC: XBI position timeline

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

USCA RIA LLC held 24,975 XBI 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 24,975 shares
    Change vs previous 13F +3,233 shares

    0.21% of the 13F portfolio, value $3,382,000.

    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 21,742 shares
    Change vs previous 13F +1,330 shares

    0.19% of the 13F portfolio, value $2,949,000.

    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 20,412 shares
    Change vs previous 13F +1,473 shares

    0.2% of the 13F portfolio, value $2,874,000.

    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 18,939 shares
    Change vs previous 13F +1,831 shares

    0.17% of the 13F portfolio, value $2,110,000.

    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 17,108 shares
    Change vs previous 13F -991 shares

    0.17% of the 13F portfolio, value $1,915,000.

    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 18,099 shares
    Change vs previous 13F +1,737 shares

    0.16% of the 13F portfolio, value $1,402,000.

    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 16,362 shares
    Change vs previous 13F -240 shares

    0.14% of the 13F portfolio, value $1,556,000.

    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 16,602 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,266,000.

    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).