Skip to content
Disclosery

Berman Capital Advisors, LLC: BX position timeline

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

Berman Capital Advisors, LLC held 14,247 BX 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 14,247 shares
    Change vs previous 13F +1,019 shares

    0.26% of the 13F portfolio, value $1,656,000.

    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 13,228 shares
    Change vs previous 13F -2,581 shares

    0.2% of the 13F portfolio, value $1,284,000.

    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 15,809 shares
    Change vs previous 13F -1,675 shares

    0.25% of the 13F portfolio, value $1,177,000.

    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 17,484 shares
    Change vs previous 13F +623 shares

    0.27% of the 13F portfolio, value $1,132,000.

    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 16,861 shares
    Change vs previous 13F +1,773 shares

    0.25% of the 13F portfolio, value $880,000.

    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 15,088 shares
    Change vs previous 13F +897 shares

    0.22% of the 13F portfolio, value $853,000.

    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 14,191 shares
    Change vs previous 13F +169 shares

    0.21% of the 13F portfolio, value $646,000.

    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 14,022 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $783,000.

    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).