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Disclosery

Berman Capital Advisors, LLC: PBW position timeline

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

Berman Capital Advisors, LLC held 1,006 PBW 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 1,006 shares
    Change vs previous 13F +4 shares

    0.01% of the 13F portfolio, value $77,000.

    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 1,002 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $93,000.

    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).