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Disclosery

Homrich & Berg: SCHF position timeline

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

Homrich & Berg held 262,287 SCHF 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 262,287 shares
    Change vs previous 13F -3,292 shares

    0.23% of the 13F portfolio, value $10,151,000.

    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 265,579 shares
    Change vs previous 13F -578 shares

    0.24% of the 13F portfolio, value $10,477,000.

    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 266,157 shares
    Change vs previous 13F +10,907 shares

    0.26% of the 13F portfolio, value $10,013,000.

    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 255,250 shares
    Change vs previous 13F +163,089 shares

    0.26% of the 13F portfolio, value $9,192,000.

    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 92,161 shares
    Change vs previous 13F -1,146 shares

    0.1% of the 13F portfolio, value $2,894,000.

    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 93,307 shares
    Change vs previous 13F -68,891 shares

    0.11% of the 13F portfolio, value $2,776,000.

    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 162,198 shares
    Change vs previous 13F -218,808 shares

    0.24% of the 13F portfolio, value $4,191,000.

    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 381,006 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $12,813,000.

    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).