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Disclosery

Homrich & Berg: IWM position timeline

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

Homrich & Berg held 11,940 IWM 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 11,940 shares
    Change vs previous 13F +795 shares

    0.06% of the 13F portfolio, value $2,612,000.

    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 11,145 shares
    Change vs previous 13F +204 shares

    0.06% of the 13F portfolio, value $2,556,000.

    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 10,941 shares
    Change vs previous 13F -495 shares

    0.06% of the 13F portfolio, value $2,417,000.

    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 11,436 shares
    Change vs previous 13F +3,332 shares

    0.06% of the 13F portfolio, value $2,242,000.

    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 8,104 shares
    Change vs previous 13F +1,262 shares

    0.04% of the 13F portfolio, value $1,214,000.

    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 6,842 shares
    Change vs previous 13F -226 shares

    0.04% of the 13F portfolio, value $980,000.

    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 7,068 shares
    Change vs previous 13F -1,493 shares

    0.05% of the 13F portfolio, value $809,000.

    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 8,561 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,418,000.

    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).