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Disclosery

Homrich & Berg: IVV position timeline

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

Homrich & Berg held 36,406 IVV 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 36,406 shares
    Change vs previous 13F +2,061 shares

    0.35% of the 13F portfolio, value $15,684,000.

    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 34,345 shares
    Change vs previous 13F -1,054 shares

    0.34% of the 13F portfolio, value $14,765,000.

    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 35,399 shares
    Change vs previous 13F +2,069 shares

    0.36% of the 13F portfolio, value $14,082,000.

    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 33,330 shares
    Change vs previous 13F -532 shares

    0.36% of the 13F portfolio, value $12,512,000.

    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 33,862 shares
    Change vs previous 13F +5,182 shares

    0.39% of the 13F portfolio, value $11,380,000.

    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 28,680 shares
    Change vs previous 13F -6,389 shares

    0.36% of the 13F portfolio, value $8,882,000.

    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 35,069 shares
    Change vs previous 13F +969 shares

    0.51% of the 13F portfolio, value $9,062,000.

    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 34,100 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $11,023,000.

    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).