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Homrich & Berg: OBDC position timeline

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

Homrich & Berg held 205,605 OBDC 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 205,605 shares
    Change vs previous 13F -8,352 shares

    0.07% of the 13F portfolio, value $2,903,000.

    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 213,957 shares
    Change vs previous 13F +19,183 shares

    0.07% of the 13F portfolio, value $3,053,000.

    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 194,774 shares
    Change vs previous 13F +146,502 shares

    0.07% of the 13F portfolio, value $2,682,000.

    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 48,272 shares
    Change vs previous 13F -19,415 shares

    0.02% of the 13F portfolio, value $611,000.

    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 67,687 shares
    Change vs previous 13F +22,860 shares

    0.03% of the 13F portfolio, value $816,000.

    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 44,827 shares
    Change vs previous 13F +11,925 shares

    0.02% of the 13F portfolio, value $553,000.

    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 32,902 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $380,000.

    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).