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Disclosery

Homrich & Berg: IXUS position timeline

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

Homrich & Berg held 92,388 IXUS 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 92,388 shares
    Change vs previous 13F -385 shares

    0.15% of the 13F portfolio, value $6,560,000.

    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 92,773 shares
    Change vs previous 13F -1,374 shares

    0.16% of the 13F portfolio, value $6,800,000.

    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 94,147 shares
    Change vs previous 13F +1,369 shares

    0.17% of the 13F portfolio, value $6,617,000.

    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 92,778 shares
    Change vs previous 13F -2,618 shares

    0.18% of the 13F portfolio, value $6,234,000.

    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 95,396 shares
    Change vs previous 13F -3,647 shares

    0.19% of the 13F portfolio, value $5,565,000.

    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 99,043 shares
    Change vs previous 13F -20,986 shares

    0.22% of the 13F portfolio, value $5,400,000.

    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 120,029 shares
    Change vs previous 13F -217,500 shares

    0.32% of the 13F portfolio, value $5,643,000.

    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 337,529 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $20,893,000.

    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).