Skip to content
Disclosery

Berman Capital Advisors, LLC: SHM position timeline

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

Berman Capital Advisors, LLC held 25,192 SHM 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 25,192 shares
    Change vs previous 13F +48 shares

    0.2% of the 13F portfolio, value $1,244,000.

    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 25,144 shares
    Change vs previous 13F -3,770 shares

    0.2% of the 13F portfolio, value $1,246,000.

    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 28,914 shares
    Change vs previous 13F -1,359 shares

    0.3% of the 13F portfolio, value $1,433,000.

    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 30,273 shares
    Change vs previous 13F -12,243 shares

    0.36% of the 13F portfolio, value $1,507,000.

    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 42,516 shares
    Change vs previous 13F -19,779 shares

    0.6% of the 13F portfolio, value $2,120,000.

    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 62,295 shares
    Change vs previous 13F +61,266 shares

    0.81% of the 13F portfolio, value $3,106,000.

    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 1,029 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $50,000.

    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 1,029 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $50,000.

    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).