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Berman Capital Advisors, LLC: SPY position timeline

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

Berman Capital Advisors, LLC held 24,180 SPY 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 24,180 shares
    Change vs previous 13F -4,272 shares

    1.63% of the 13F portfolio, value $10,376,000.

    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 28,452 shares
    Change vs previous 13F -78 shares

    1.94% of the 13F portfolio, value $12,178,000.

    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 28,530 shares
    Change vs previous 13F -16,472 shares

    2.36% of the 13F portfolio, value $11,307,000.

    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 45,002 shares
    Change vs previous 13F +917 shares

    4.03% of the 13F portfolio, value $16,825,000.

    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 44,085 shares
    Change vs previous 13F -2,754 shares

    4.19% of the 13F portfolio, value $14,763,000.

    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 46,839 shares
    Change vs previous 13F +15,034 shares

    3.79% of the 13F portfolio, value $14,443,000.

    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 31,805 shares
    Change vs previous 13F +14,710 shares

    2.64% of the 13F portfolio, value $8,197,000.

    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 17,095 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $5,501,000.

    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).