Homrich & Berg: DFUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Homrich & Berg on DFUS, newest first. How the timeline and the estimate are built.

Homrich & Berg held 4,943 DFUS shares at 2021-09-30 per its 13F-HR filed 2021-12-08.

the latest 13F is the newest step

period ended2021-09-30
13F 4,943 shares
Change vs previous 13F +439 shares
0.01% of the 13F portfolio, value $233,000.
13F-HR 0001172661-21-002424 filed by Homrich & Berg
Filed 2021-12-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-06-30
13F 4,504 shares
Change vs previous 13F not available
<0.01% of the 13F portfolio, value $212,000.
13F-HR 0001172661-21-001584 filed by Homrich & Berg
Filed 2021-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC
Acceptance time not in the bulk data set (spec §4.2).