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Disclosery

Homrich & Berg: IWF position timeline

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

Homrich & Berg held 45,353 IWF 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 45,353 shares
    Change vs previous 13F +156 shares

    0.28% of the 13F portfolio, value $12,429,000.

    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 45,197 shares
    Change vs previous 13F +45 shares

    0.29% of the 13F portfolio, value $12,270,000.

    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 45,152 shares
    Change vs previous 13F +3,204 shares

    0.28% of the 13F portfolio, value $10,974,000.

    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 41,948 shares
    Change vs previous 13F +8,000 shares

    0.29% of the 13F portfolio, value $10,115,000.

    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 33,948 shares
    Change vs previous 13F +5,064 shares

    0.25% of the 13F portfolio, value $7,363,000.

    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 28,884 shares
    Change vs previous 13F -912 shares

    0.22% of the 13F portfolio, value $5,544,000.

    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 29,796 shares
    Change vs previous 13F +39 shares

    0.25% of the 13F portfolio, value $4,489,000.

    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 29,757 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $5,235,000.

    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).