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Disclosery

Homrich & Berg: SPY position timeline

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

Homrich & Berg held 258,828 SPY 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 258,828 shares
    Change vs previous 13F +23,150 shares

    2.49% of the 13F portfolio, value $111,073,000.

    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 235,678 shares
    Change vs previous 13F +9,464 shares

    2.35% of the 13F portfolio, value $100,884,000.

    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 226,214 shares
    Change vs previous 13F +8,798 shares

    2.32% of the 13F portfolio, value $89,656,000.

    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 217,416 shares
    Change vs previous 13F +45,946 shares

    2.31% of the 13F portfolio, value $81,287,000.

    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 171,470 shares
    Change vs previous 13F +12,299 shares

    1.97% of the 13F portfolio, value $57,424,000.

    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 159,171 shares
    Change vs previous 13F +69,194 shares

    1.98% of the 13F portfolio, value $49,082,000.

    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 89,977 shares
    Change vs previous 13F +45,717 shares

    1.31% of the 13F portfolio, value $23,192,000.

    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 44,260 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $14,245,000.

    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).