Squar Milner Financial Services LLC: DIS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Squar Milner Financial Services LLC on DIS, newest first. How the timeline and the estimate are built.
Squar Milner Financial Services LLC held 9,252 DIS shares at 2020-06-30 per its 13F-HR filed 2020-07-16.
the latest 13F is the newest step
- period ended2020-06-3013F 9,252 sharesChange vs previous 13F +404 shares
0.59% of the 13F portfolio, value $1,032,000.
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 8,848 sharesChange vs previous 13F +227 shares
0.51% of the 13F portfolio, value $854,000.
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 8,621 sharesChange vs previous 13F -1,043 shares
0.62% of the 13F portfolio, value $1,246,000.
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 9,664 sharesChange vs previous 13F +1,309 shares
0.61% of the 13F portfolio, value $1,199,000.
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 8,355 sharesChange vs previous 13F +831 shares
0.79% of the 13F portfolio, value $1,167,000.
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 7,524 sharesChange vs previous 13F +1,898 shares
0.62% of the 13F portfolio, value $835,000.
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 5,626 sharesChange vs previous 13F not available
0.59% of the 13F portfolio, value $617,000.
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).