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Disclosery

Homrich & Berg: SDY position timeline

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

Homrich & Berg held 54,578 SDY 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 54,578 shares
    Change vs previous 13F +131 shares

    0.14% of the 13F portfolio, value $6,416,000.

    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 54,447 shares
    Change vs previous 13F +53 shares

    0.16% of the 13F portfolio, value $6,658,000.

    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 54,394 shares
    Change vs previous 13F +6,243 shares

    0.17% of the 13F portfolio, value $6,420,000.

    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 48,151 shares
    Change vs previous 13F +3,487 shares

    0.14% of the 13F portfolio, value $5,101,000.

    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 44,664 shares
    Change vs previous 13F +3,364 shares

    0.14% of the 13F portfolio, value $4,127,000.

    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 41,300 shares
    Change vs previous 13F -24,633 shares

    0.15% of the 13F portfolio, value $3,767,000.

    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 65,933 shares
    Change vs previous 13F +10,361 shares

    0.3% of the 13F portfolio, value $5,265,000.

    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 55,572 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $5,978,000.

    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).