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Squar Milner Financial Services LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Squar Milner Financial Services LLC on AAPL, newest first. How the timeline and the estimate are built.

Squar Milner Financial Services LLC held 14,918 AAPL shares at 2020-06-30 per its 13F-HR filed 2020-07-16.

the latest 13F is the newest step

  1. period ended2020-06-30
    13F 14,918 shares
    Change vs previous 13F -10,978 shares

    3.09% of the 13F portfolio, value $5,442,000.

    13F-HR 0001727592-20-000003 filed by Squar Milner Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2020-03-31
    13F 25,896 shares
    Change vs previous 13F -3,211 shares

    3.97% of the 13F portfolio, value $6,585,000.

    13F-HR 0001727592-20-000002 filed by Squar Milner Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2019-12-31
    13F 29,107 shares
    Change vs previous 13F -38,470 shares

    4.27% of the 13F portfolio, value $8,547,000.

    13F-HR 0001727592-20-000001 filed by Squar Milner Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2019-09-30
    13F/A 67,577 shares
    Change vs previous 13F +39,734 shares

    4% of the 13F portfolio, value $7,826,000.

    13F-HR/A 0001727592-20-000007 filed by Squar Milner Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2019-06-30
    13F 27,843 shares
    Change vs previous 13F -756 shares

    3.72% of the 13F portfolio, value $5,511,000.

    13F-HR 0001727592-19-000005 filed by Squar Milner Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2019-03-31
    13F 28,599 shares
    Change vs previous 13F +2,958 shares

    4.01% of the 13F portfolio, value $5,432,000.

    13F-HR 0001727592-19-000003 filed by Squar Milner Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2018-12-31
    13F 25,641 shares
    Change vs previous 13F not available

    3.89% of the 13F portfolio, value $4,045,000.

    13F-HR 0001727592-19-000002 filed by Squar Milner Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).