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Berman Capital Advisors, LLC: HTBK position timeline

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

Berman Capital Advisors, LLC held 3,727 HTBK 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 3,727 shares
    Change vs previous 13F +2,072 shares

    0.01% of the 13F portfolio, value $43,000.

    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 1,655 shares
    Change vs previous 13F +1,328 shares

    <0.01% of the 13F portfolio, value $18,000.

    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 327 shares
    Change vs previous 13F -45 shares

    <0.01% of the 13F portfolio, value $3,000.

    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 372 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $3,000.

    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 371 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,000.

    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).