Squar Milner Financial Services LLC: BIL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Squar Milner Financial Services LLC on BIL, newest first. How the timeline and the estimate are built.
Squar Milner Financial Services LLC held 142,776 BIL shares at 2020-06-30 per its 13F-HR filed 2020-07-16.
the latest 13F is the newest step
- period ended2020-06-3013F 142,776 sharesChange vs previous 13F -58,293 shares
7.43% of the 13F portfolio, value $13,068,000.
13F-HR 0001727592-20-000003 filed by Squar Milner Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2020-03-3113F 201,069 sharesChange vs previous 13F +21,134 shares
11.11% of the 13F portfolio, value $18,423,000.
13F-HR 0001727592-20-000002 filed by Squar Milner Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2019-12-3113F 179,935 sharesChange vs previous 13F +140,207 shares
8.22% of the 13F portfolio, value $16,451,000.
13F-HR 0001727592-20-000001 filed by Squar Milner Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2019-09-3013F/A 39,728 sharesChange vs previous 13F -48,448 shares
1.86% of the 13F portfolio, value $3,636,000.
13F-HR/A 0001727592-20-000007 filed by Squar Milner Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2019-06-3013F 88,176 sharesChange vs previous 13F +49,462 shares
5.45% of the 13F portfolio, value $8,078,000.
13F-HR 0001727592-19-000005 filed by Squar Milner Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2019-03-3113F 38,714 sharesChange vs previous 13F +28,222 shares
2.62% of the 13F portfolio, value $3,546,000.
13F-HR 0001727592-19-000003 filed by Squar Milner Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2018-12-3113F 10,492 sharesChange vs previous 13F not available
0.92% of the 13F portfolio, value $960,000.
13F-HR 0001727592-19-000002 filed by Squar Milner Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).