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Disclosery

Homrich & Berg: MSFT position timeline

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

Homrich & Berg held 109,084 MSFT 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 109,084 shares
    Change vs previous 13F +5,680 shares

    0.69% of the 13F portfolio, value $30,753,000.

    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 103,404 shares
    Change vs previous 13F +1,300 shares

    0.65% of the 13F portfolio, value $28,012,000.

    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 102,104 shares
    Change vs previous 13F -2,416 shares

    0.62% of the 13F portfolio, value $24,073,000.

    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 104,520 shares
    Change vs previous 13F +8,015 shares

    0.66% of the 13F portfolio, value $23,247,000.

    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 96,505 shares
    Change vs previous 13F -1,450 shares

    0.7% of the 13F portfolio, value $20,298,000.

    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 97,955 shares
    Change vs previous 13F +6,829 shares

    0.8% of the 13F portfolio, value $19,935,000.

    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 91,126 shares
    Change vs previous 13F -4,173 shares

    0.81% of the 13F portfolio, value $14,372,000.

    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 95,299 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $15,029,000.

    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).