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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

  1. period ended2020-06-30
    13F 142,776 shares
    Change 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), ingested

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

  2. period ended2020-03-31
    13F 201,069 shares
    Change 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), ingested

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

  3. period ended2019-12-31
    13F 179,935 shares
    Change 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), ingested

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

  4. period ended2019-09-30
    13F/A 39,728 shares
    Change 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), ingested

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

  5. period ended2019-06-30
    13F 88,176 shares
    Change 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), ingested

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

  6. period ended2019-03-31
    13F 38,714 shares
    Change 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), ingested

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

  7. period ended2018-12-31
    13F 10,492 shares
    Change 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), ingested

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