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Disclosery

USCA RIA LLC: XLU position timeline

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

USCA RIA LLC held 0 XLU shares at 2020-12-31 per its 13F-HR filed 2021-01-27.

the latest 13F is the newest step

  1. period ended2020-12-31
    13F 0 shares
    Change vs previous 13F -17,252 shares

    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).

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

  2. period ended2020-09-30
    13F 17,252 shares
    Change vs previous 13F -11,615 shares

    0.08% of the 13F portfolio, value $1,024,000.

    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).

  3. period ended2020-06-30
    13F 28,867 shares
    Change vs previous 13F +28,867 shares

    0.14% of the 13F portfolio, value $1,629,000.

    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).

  4. period ended2020-03-31
    13F/A 0 shares
    Change vs previous 13F -11,407 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 11,407 shares
    Change vs previous 13F +1,348 shares

    0.07% of the 13F portfolio, value $737,000.

    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 10,059 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $651,000.

    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).