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Berman Capital Advisors, LLC: VTV position timeline

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

Berman Capital Advisors, LLC held 68,494 VTV 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 68,494 shares
    Change vs previous 13F +324 shares

    1.46% of the 13F portfolio, value $9,272,000.

    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 68,170 shares
    Change vs previous 13F +5,848 shares

    1.49% of the 13F portfolio, value $9,370,000.

    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 62,322 shares
    Change vs previous 13F -1,728 shares

    1.71% of the 13F portfolio, value $8,192,000.

    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 64,050 shares
    Change vs previous 13F +1,924 shares

    1.82% of the 13F portfolio, value $7,619,000.

    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 62,126 shares
    Change vs previous 13F -3,496 shares

    1.84% of the 13F portfolio, value $6,492,000.

    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 65,622 shares
    Change vs previous 13F -19,682 shares

    1.71% of the 13F portfolio, value $6,535,000.

    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 85,304 shares
    Change vs previous 13F -3,561 shares

    2.45% of the 13F portfolio, value $7,597,000.

    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 88,865 shares
    Change vs previous 13F not available

    3.07% of the 13F portfolio, value $10,650,000.

    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).