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Squar Milner Financial Services LLC: BRK-B position timeline

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

Squar Milner Financial Services LLC held 8,915 BRK-B 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 8,915 shares
    Change vs previous 13F -84 shares

    0.9% of the 13F portfolio, value $1,591,000.

    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 8,999 shares
    Change vs previous 13F -3,634 shares

    0.99% of the 13F portfolio, value $1,645,000.

    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 12,633 shares
    Change vs previous 13F +3,437 shares

    1.43% of the 13F portfolio, value $2,861,000.

    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 9,196 shares
    Change vs previous 13F -2,637 shares

    1% of the 13F portfolio, value $1,958,000.

    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 11,833 shares
    Change vs previous 13F -230 shares

    1.7% of the 13F portfolio, value $2,522,000.

    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 12,063 shares
    Change vs previous 13F +828 shares

    1.79% of the 13F portfolio, value $2,423,000.

    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 11,235 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $2,294,000.

    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).