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Disclosery

Homrich & Berg: SPLV position timeline

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

Homrich & Berg held 112,990 SPLV 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 112,990 shares
    Change vs previous 13F -2,285 shares

    0.15% of the 13F portfolio, value $6,874,000.

    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 115,275 shares
    Change vs previous 13F -1,974 shares

    0.16% of the 13F portfolio, value $7,021,000.

    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 117,249 shares
    Change vs previous 13F +376 shares

    0.18% of the 13F portfolio, value $6,818,000.

    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 116,873 shares
    Change vs previous 13F +116,873 shares

    0.19% of the 13F portfolio, value $6,572,000.

    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 0 shares
    Change vs previous 13F -4,118 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2020-06-30
    13F 4,118 shares
    Change vs previous 13F -445 shares

    0.01% of the 13F portfolio, value $205,000.

    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 4,563 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $214,000.

    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).