Skip to content
Disclosery

Homrich & Berg: SCHZ position timeline

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

Homrich & Berg held 11,539 SCHZ 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 11,539 shares
    Change vs previous 13F -1,574 shares

    0.01% of the 13F portfolio, value $626,000.

    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 13,113 shares
    Change vs previous 13F -5,323 shares

    0.02% of the 13F portfolio, value $716,000.

    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 18,436 shares
    Change vs previous 13F -3,604 shares

    0.03% of the 13F portfolio, value $995,000.

    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 22,040 shares
    Change vs previous 13F +6,491 shares

    0.04% of the 13F portfolio, value $1,235,000.

    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 15,549 shares
    Change vs previous 13F -54 shares

    0.03% of the 13F portfolio, value $872,000.

    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 15,603 shares
    Change vs previous 13F +2,608 shares

    0.04% of the 13F portfolio, value $877,000.

    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 12,995 shares
    Change vs previous 13F -5,480 shares

    0.04% of the 13F portfolio, value $705,000.

    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 18,475 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $987,000.

    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).