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Disclosery

Homrich & Berg: SCHB position timeline

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

Homrich & Berg held 866,393 SCHB 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 866,393 shares
    Change vs previous 13F -4,988 shares

    2.02% of the 13F portfolio, value $89,984,000.

    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 871,381 shares
    Change vs previous 13F -15,216 shares

    2.12% of the 13F portfolio, value $90,859,000.

    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 886,597 shares
    Change vs previous 13F -11,195 shares

    2.22% of the 13F portfolio, value $85,743,000.

    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 897,792 shares
    Change vs previous 13F +147,492 shares

    2.32% of the 13F portfolio, value $81,690,000.

    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 750,300 shares
    Change vs previous 13F -14,020 shares

    2.05% of the 13F portfolio, value $59,754,000.

    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 764,320 shares
    Change vs previous 13F -212,494 shares

    2.26% of the 13F portfolio, value $56,155,000.

    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 976,814 shares
    Change vs previous 13F -2,077 shares

    3.34% of the 13F portfolio, value $59,029,000.

    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 978,891 shares
    Change vs previous 13F not available

    3.5% of the 13F portfolio, value $75,257,000.

    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).