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Berman Capital Advisors, LLC: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Berman Capital Advisors, LLC on BRK-B, newest first. How the timeline and the estimate are built.

Berman Capital Advisors, LLC held 19,074 BRK-B shares at 2021-09-30 per its 13F-HR filed 2021-10-07.

the latest 13F is the newest step

  1. period ended2021-09-30
    13F 19,074 shares
    Change vs previous 13F +1,552 shares

    0.82% of the 13F portfolio, value $5,205,000.

    13F-HR 0000909012-21-000126 filed by Berman Capital Advisors, LLC
    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 17,522 shares
    Change vs previous 13F +1,422 shares

    0.77% of the 13F portfolio, value $4,868,000.

    13F-HR 0000909012-21-000109 filed by Berman Capital Advisors, LLC
    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 16,100 shares
    Change vs previous 13F -1,695 shares

    0.86% of the 13F portfolio, value $4,112,000.

    13F-HR 0000909012-21-000076 filed by Berman Capital Advisors, LLC
    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/A 17,795 shares
    Change vs previous 13F +43 shares

    0.99% of the 13F portfolio, value $4,124,000.

    13F-HR/A 0000909012-21-000047 filed by Berman Capital Advisors, LLC
    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 17,752 shares
    Change vs previous 13F +7,617 shares

    1.07% of the 13F portfolio, value $3,779,000.

    13F-HR 0000909012-20-000144 filed by Berman Capital Advisors, LLC
    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 10,135 shares
    Change vs previous 13F -1,706 shares

    0.47% of the 13F portfolio, value $1,808,000.

    13F-HR 0000909012-20-000110 filed by Berman Capital Advisors, LLC
    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 11,841 shares
    Change vs previous 13F +5,553 shares

    0.7% of the 13F portfolio, value $2,161,000.

    13F-HR 0000909012-20-000085 filed by Berman Capital Advisors, LLC
    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 6,288 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,422,000.

    13F-HR 0000909012-20-000035 filed by Berman Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).