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Disclosery

Homrich & Berg: LQD position timeline

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

Homrich & Berg held 9,450 LQD 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 9,450 shares
    Change vs previous 13F +784 shares

    0.03% of the 13F portfolio, value $1,257,000.

    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 8,666 shares
    Change vs previous 13F +5,208 shares

    0.03% of the 13F portfolio, value $1,164,000.

    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 3,458 shares
    Change vs previous 13F -7,716 shares

    0.01% of the 13F portfolio, value $450,000.

    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 11,174 shares
    Change vs previous 13F +4,635 shares

    0.04% of the 13F portfolio, value $1,543,000.

    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 6,539 shares
    Change vs previous 13F -10,285 shares

    0.03% of the 13F portfolio, value $881,000.

    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 16,824 shares
    Change vs previous 13F +5,091 shares

    0.09% of the 13F portfolio, value $2,263,000.

    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 11,733 shares
    Change vs previous 13F -4,940 shares

    0.08% of the 13F portfolio, value $1,449,000.

    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 16,673 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,133,000.

    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).