Skip to content
Disclosery

Homrich & Berg: IWV position timeline

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

Homrich & Berg held 4,690 IWV 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 4,690 shares
    Change vs previous 13F +272 shares

    0.03% of the 13F portfolio, value $1,195,000.

    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 4,418 shares
    Change vs previous 13F +663 shares

    0.03% of the 13F portfolio, value $1,131,000.

    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 3,755 shares
    Change vs previous 13F +235 shares

    0.02% of the 13F portfolio, value $891,000.

    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 3,520 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $787,000.

    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).