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Disclosery

Homrich & Berg: IVW position timeline

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

Homrich & Berg held 2,590,009 IVW 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 2,590,009 shares
    Change vs previous 13F +8,656 shares

    4.29% of the 13F portfolio, value $191,428,000.

    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 2,581,353 shares
    Change vs previous 13F -5,775 shares

    4.37% of the 13F portfolio, value $187,742,000.

    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 2,587,128 shares
    Change vs previous 13F -94,020 shares

    4.36% of the 13F portfolio, value $168,448,000.

    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 2,681,148 shares
    Change vs previous 13F +2,015,622 shares

    4.86% of the 13F portfolio, value $171,111,000.

    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 665,526 shares
    Change vs previous 13F -906 shares

    5.27% of the 13F portfolio, value $153,790,000.

    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 666,432 shares
    Change vs previous 13F -16,157 shares

    5.57% of the 13F portfolio, value $138,278,000.

    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 682,589 shares
    Change vs previous 13F -11,449 shares

    6.38% of the 13F portfolio, value $112,661,000.

    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 694,038 shares
    Change vs previous 13F not available

    6.24% of the 13F portfolio, value $134,394,000.

    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).