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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

  1. period ended2020-06-30
    13F 9,252 shares
    Change 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), ingested

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

  2. period ended2020-03-31
    13F 8,848 shares
    Change 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), ingested

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

  3. period ended2019-12-31
    13F 8,621 shares
    Change 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), ingested

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

  4. period ended2019-09-30
    13F/A 9,664 shares
    Change 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), ingested

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

  5. period ended2019-06-30
    13F 8,355 shares
    Change 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), ingested

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

  6. period ended2019-03-31
    13F 7,524 shares
    Change 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), ingested

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

  7. period ended2018-12-31
    13F 5,626 shares
    Change 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), ingested

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