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Disclosery

Homrich & Berg: XEL position timeline

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

Homrich & Berg held 0 XEL 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 0 shares
    Change vs previous 13F -3,250 shares

    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).

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

  2. period ended2021-06-30
    13F 3,250 shares
    Change vs previous 13F -2,026 shares

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

    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 5,276 shares
    Change vs previous 13F -11,475 shares

    0.01% of the 13F portfolio, value $351,000.

    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 16,751 shares
    Change vs previous 13F +413 shares

    0.03% of the 13F portfolio, value $1,117,000.

    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 16,338 shares
    Change vs previous 13F +265 shares

    0.04% of the 13F portfolio, value $1,127,000.

    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 16,073 shares
    Change vs previous 13F -1,427 shares

    0.04% of the 13F portfolio, value $1,005,000.

    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 17,500 shares
    Change vs previous 13F -6,206 shares

    0.06% of the 13F portfolio, value $1,055,000.

    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 23,706 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,505,000.

    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).