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Homrich & Berg: SCHG position timeline

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

Homrich & Berg held 88,289 SCHG 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 88,289 shares
    Change vs previous 13F -2,000 shares

    0.29% of the 13F portfolio, value $13,075,000.

    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 90,289 shares
    Change vs previous 13F -2,498 shares

    0.31% of the 13F portfolio, value $13,179,000.

    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 92,787 shares
    Change vs previous 13F -234 shares

    0.31% of the 13F portfolio, value $12,042,000.

    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 93,021 shares
    Change vs previous 13F +35,647 shares

    0.34% of the 13F portfolio, value $11,945,000.

    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 57,374 shares
    Change vs previous 13F +210 shares

    0.23% of the 13F portfolio, value $6,608,000.

    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 57,164 shares
    Change vs previous 13F -1,456 shares

    0.23% of the 13F portfolio, value $5,804,000.

    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 58,620 shares
    Change vs previous 13F +371 shares

    0.26% of the 13F portfolio, value $4,669,000.

    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 58,249 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $5,412,000.

    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).