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Disclosery

USCA RIA LLC: XLY position timeline

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

USCA RIA LLC held 52,222 XLY 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 52,222 shares
    Change vs previous 13F +3,029 shares

    0.57% of the 13F portfolio, value $9,324,000.

    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 49,193 shares
    Change vs previous 13F +2,987 shares

    0.54% of the 13F portfolio, value $8,268,000.

    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 46,206 shares
    Change vs previous 13F +21,768 shares

    0.52% of the 13F portfolio, value $7,429,000.

    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 24,438 shares
    Change vs previous 13F +2,231 shares

    0.28% of the 13F portfolio, value $3,592,000.

    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 22,207 shares
    Change vs previous 13F +1,390 shares

    0.25% of the 13F portfolio, value $2,836,000.

    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 20,817 shares
    Change vs previous 13F -19,821 shares

    0.24% of the 13F portfolio, value $2,042,000.

    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 40,638 shares
    Change vs previous 13F +366 shares

    0.46% of the 13F portfolio, value $5,097,000.

    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 40,272 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $4,861,000.

    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).