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Disclosery

Homrich & Berg: SCHV position timeline

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

Homrich & Berg held 69,296 SCHV 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 69,296 shares
    Change vs previous 13F -248 shares

    0.1% of the 13F portfolio, value $4,676,000.

    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 69,544 shares
    Change vs previous 13F -159 shares

    0.11% of the 13F portfolio, value $4,755,000.

    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 69,703 shares
    Change vs previous 13F +80 shares

    0.12% of the 13F portfolio, value $4,550,000.

    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 69,623 shares
    Change vs previous 13F +64,570 shares

    0.12% of the 13F portfolio, value $4,145,000.

    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 5,053 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $264,000.

    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).