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Berman Capital Advisors, LLC: SHOP position timeline

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

Berman Capital Advisors, LLC held 425 SHOP 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 425 shares
    Change vs previous 13F +104 shares

    0.09% of the 13F portfolio, value $575,000.

    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 321 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $468,000.

    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 320 shares
    Change vs previous 13F -7 shares

    0.07% of the 13F portfolio, value $352,000.

    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 327 shares
    Change vs previous 13F +46 shares

    0.09% of the 13F portfolio, value $368,000.

    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 281 shares
    Change vs previous 13F +266 shares

    0.08% of the 13F portfolio, value $287,000.

    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 15 shares
    Change vs previous 13F +4 shares

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

    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 11 shares
    Change vs previous 13F -1,030 shares

    <0.01% of the 13F portfolio, value $4,000.

    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 1,041 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $412,000.

    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).