Skip to content
Disclosery

Berman Capital Advisors, LLC: IWF position timeline

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

Berman Capital Advisors, LLC held 89,128 IWF 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 89,128 shares
    Change vs previous 13F +120 shares

    3.84% of the 13F portfolio, value $24,424,000.

    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 89,008 shares
    Change vs previous 13F -1,254 shares

    3.85% of the 13F portfolio, value $24,163,000.

    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 90,262 shares
    Change vs previous 13F -6,032 shares

    4.58% of the 13F portfolio, value $21,937,000.

    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 96,294 shares
    Change vs previous 13F +396 shares

    5.56% of the 13F portfolio, value $23,220,000.

    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 95,898 shares
    Change vs previous 13F -508 shares

    5.9% of the 13F portfolio, value $20,799,000.

    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 96,406 shares
    Change vs previous 13F -1,866 shares

    4.86% of the 13F portfolio, value $18,505,000.

    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 98,272 shares
    Change vs previous 13F +4,364 shares

    4.77% of the 13F portfolio, value $14,804,000.

    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 93,908 shares
    Change vs previous 13F not available

    4.76% of the 13F portfolio, value $16,520,000.

    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).