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Disclosery

USCA RIA LLC: XLB position timeline

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

USCA RIA LLC held 9,635 XLB 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 9,635 shares
    Change vs previous 13F +2,809 shares

    0.05% of the 13F portfolio, value $793,000.

    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 6,826 shares
    Change vs previous 13F +461 shares

    0.04% of the 13F portfolio, value $538,000.

    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 6,365 shares
    Change vs previous 13F +6,365 shares

    0.03% of the 13F portfolio, value $461,000.

    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 ended2020-03-31
    13F/A 0 shares
    Change vs previous 13F -4,848 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2019-12-31
    13F 4,848 shares
    Change vs previous 13F +376 shares

    0.03% of the 13F portfolio, value $298,000.

    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).

  6. period ended2019-09-30
    13F/A 4,472 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $260,000.

    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).