Homrich & Berg: IBB position timeline

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

Homrich & Berg held 1,475 IBB 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 1,475 shares
Change vs previous 13F +75 shares
0.01% of the 13F portfolio, value $238,000.
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 1,400 shares
Change vs previous 13F +1,400 shares
0.01% of the 13F portfolio, value $229,000.
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).
period ended2020-12-31
13F 0 shares
Change vs previous 13F -1,529 shares
13F-HR 0001172661-21-000801 filed by Homrich & Berg
Filed 2021-02-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2020-09-30
13F 1,529 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $207,000.
13F-HR 0001172661-20-002087 filed by Homrich & Berg
Filed 2020-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC
Acceptance time not in the bulk data set (spec §4.2).