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Berman Capital Advisors, LLC: QUAL position timeline

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

Berman Capital Advisors, LLC held 192,967 QUAL 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 192,967 shares
    Change vs previous 13F -63 shares

    4% of the 13F portfolio, value $25,419,000.

    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 193,030 shares
    Change vs previous 13F +4,764 shares

    4.08% of the 13F portfolio, value $25,648,000.

    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 188,266 shares
    Change vs previous 13F +14,312 shares

    4.79% of the 13F portfolio, value $22,927,000.

    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 173,954 shares
    Change vs previous 13F +10,714 shares

    4.84% of the 13F portfolio, value $20,215,000.

    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 163,240 shares
    Change vs previous 13F +5,369 shares

    4.81% of the 13F portfolio, value $16,934,000.

    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 157,871 shares
    Change vs previous 13F +17,683 shares

    3.97% of the 13F portfolio, value $15,143,000.

    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 140,188 shares
    Change vs previous 13F +13,256 shares

    3.66% of the 13F portfolio, value $11,360,000.

    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 126,932 shares
    Change vs previous 13F not available

    3.69% of the 13F portfolio, value $12,819,000.

    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).