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Disclosery

Homrich & Berg: ITOT position timeline

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

Homrich & Berg held 657,074 ITOT 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 657,074 shares
    Change vs previous 13F -8,049 shares

    1.45% of the 13F portfolio, value $64,643,000.

    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 665,123 shares
    Change vs previous 13F -9,601 shares

    1.53% of the 13F portfolio, value $65,688,000.

    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 674,724 shares
    Change vs previous 13F +1,182 shares

    1.6% of the 13F portfolio, value $61,805,000.

    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 673,542 shares
    Change vs previous 13F -9,933 shares

    1.65% of the 13F portfolio, value $58,073,000.

    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 683,475 shares
    Change vs previous 13F -11,247 shares

    1.77% of the 13F portfolio, value $51,596,000.

    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 694,722 shares
    Change vs previous 13F +255,026 shares

    1.94% of the 13F portfolio, value $48,241,000.

    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 439,696 shares
    Change vs previous 13F -59,623 shares

    1.43% of the 13F portfolio, value $25,155,000.

    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 499,319 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $36,295,000.

    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).