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Berman Capital Advisors, LLC: MSFT position timeline

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

Berman Capital Advisors, LLC held 43,528 MSFT 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 43,528 shares
    Change vs previous 13F +9,219 shares

    1.93% of the 13F portfolio, value $12,269,000.

    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 34,309 shares
    Change vs previous 13F +5,132 shares

    1.48% of the 13F portfolio, value $9,292,000.

    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 29,177 shares
    Change vs previous 13F +3,914 shares

    1.44% of the 13F portfolio, value $6,877,000.

    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 25,263 shares
    Change vs previous 13F +2,290 shares

    1.34% of the 13F portfolio, value $5,618,000.

    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 22,973 shares
    Change vs previous 13F -853 shares

    1.37% of the 13F portfolio, value $4,829,000.

    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 23,826 shares
    Change vs previous 13F +5,325 shares

    1.27% of the 13F portfolio, value $4,847,000.

    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 18,501 shares
    Change vs previous 13F +1,592 shares

    0.94% of the 13F portfolio, value $2,916,000.

    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 16,909 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $2,665,000.

    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).