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Disclosery

Homrich & Berg: HDV position timeline

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

Homrich & Berg held 131,822 HDV shares at 2021-09-30 per its 13F-HR filed 2021-12-08.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 131,822 shares
    Change vs previous 13F -235 shares

    0.28% of the 13F portfolio, value $12,425,000.

    13F-HR 0001172661-21-002424 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2021-06-30
    13F 132,057 shares
    Change vs previous 13F -4,182 shares

    0.3% of the 13F portfolio, value $12,747,000.

    13F-HR 0001172661-21-001584 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2021-03-31
    13F 136,239 shares
    Change vs previous 13F -364 shares

    0.33% of the 13F portfolio, value $12,928,000.

    13F-HR 0001172661-21-001353 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2020-12-31
    13F 136,603 shares
    Change vs previous 13F -3,988 shares

    0.34% of the 13F portfolio, value $11,976,000.

    13F-HR 0001172661-21-000801 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2020-09-30
    13F 140,591 shares
    Change vs previous 13F -6,338 shares

    0.39% of the 13F portfolio, value $11,315,000.

    13F-HR 0001172661-20-002087 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2020-06-30
    13F 146,929 shares
    Change vs previous 13F +16,317 shares

    0.48% of the 13F portfolio, value $11,923,000.

    13F-HR 0001172661-20-001674 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2020-03-31
    13F 130,612 shares
    Change vs previous 13F -31,268 shares

    0.53% of the 13F portfolio, value $9,345,000.

    13F-HR 0001172661-20-001163 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2019-12-31
    13F 161,880 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $15,876,000.

    13F-HR 0001172661-20-000445 filed by Homrich & Berg
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).