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Berman Capital Advisors, LLC: HD position timeline

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

Berman Capital Advisors, LLC held 14,718 HD 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 14,718 shares
    Change vs previous 13F +603 shares

    0.76% of the 13F portfolio, value $4,830,000.

    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 14,115 shares
    Change vs previous 13F +4,007 shares

    0.72% of the 13F portfolio, value $4,500,000.

    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 10,108 shares
    Change vs previous 13F +565 shares

    0.64% of the 13F portfolio, value $3,084,000.

    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 9,543 shares
    Change vs previous 13F +257 shares

    0.61% of the 13F portfolio, value $2,534,000.

    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 9,286 shares
    Change vs previous 13F +5,671 shares

    0.73% of the 13F portfolio, value $2,577,000.

    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 3,615 shares
    Change vs previous 13F +381 shares

    0.24% of the 13F portfolio, value $903,000.

    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 3,234 shares
    Change vs previous 13F +467 shares

    0.19% of the 13F portfolio, value $602,000.

    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 2,767 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $603,000.

    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).