Squar Milner Financial Services LLC: CG position timeline

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

Squar Milner Financial Services LLC held 8,040 CG shares at 2020-06-30 per its 13F-HR filed 2020-07-16.

the latest 13F is the newest step

period ended2020-06-30
13F 8,040 shares
Change vs previous 13F 0 shares
0.13% of the 13F portfolio, value $224,000.
13F-HR 0001727592-20-000003 filed by Squar Milner Financial Services LLC
Filed 2020-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2020-03-31
13F 8,040 shares
Change vs previous 13F not available
0.1% of the 13F portfolio, value $174,000.
13F-HR 0001727592-20-000002 filed by Squar Milner Financial Services LLC
Filed 2020-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC
Acceptance time not in the bulk data set (spec §4.2).