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Disclosery

USCA RIA LLC: XLK position timeline

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

USCA RIA LLC held 41,316 XLK 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 41,316 shares
    Change vs previous 13F +4,156 shares

    0.37% of the 13F portfolio, value $6,101,000.

    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 37,160 shares
    Change vs previous 13F +3,946 shares

    0.32% of the 13F portfolio, value $4,935,000.

    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 33,214 shares
    Change vs previous 13F -2,788 shares

    0.3% of the 13F portfolio, value $4,319,000.

    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 36,002 shares
    Change vs previous 13F -1,330 shares

    0.33% of the 13F portfolio, value $4,201,000.

    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 37,332 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,901,000.

    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).