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Disclosery

Homrich & Berg: USMV position timeline

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

Homrich & Berg held 7,913 USMV 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 7,913 shares
    Change vs previous 13F -852 shares

    0.01% of the 13F portfolio, value $582,000.

    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 8,765 shares
    Change vs previous 13F -114 shares

    0.02% of the 13F portfolio, value $645,000.

    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 8,879 shares
    Change vs previous 13F +946 shares

    0.02% of the 13F portfolio, value $614,000.

    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 7,933 shares
    Change vs previous 13F +3,647 shares

    0.02% of the 13F portfolio, value $538,000.

    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 4,286 shares
    Change vs previous 13F -544 shares

    0.01% of the 13F portfolio, value $273,000.

    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 4,830 shares
    Change vs previous 13F -813 shares

    0.01% of the 13F portfolio, value $293,000.

    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 5,643 shares
    Change vs previous 13F +2,351 shares

    0.02% of the 13F portfolio, value $305,000.

    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 3,292 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $216,000.

    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).