Skip to content
Disclosery

Squar Milner Financial Services LLC: EFG position timeline

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

Squar Milner Financial Services LLC held 9,685 EFG 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 9,685 shares
    Change vs previous 13F -130 shares

    0.46% of the 13F portfolio, value $805,000.

    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 9,815 shares
    Change vs previous 13F -3,397 shares

    0.42% of the 13F portfolio, value $697,000.

    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 13,212 shares
    Change vs previous 13F +3,643 shares

    0.57% of the 13F portfolio, value $1,142,000.

    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 9,569 shares
    Change vs previous 13F -3,194 shares

    0.44% of the 13F portfolio, value $860,000.

    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 12,763 shares
    Change vs previous 13F -824 shares

    0.7% of the 13F portfolio, value $1,031,000.

    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 13,587 shares
    Change vs previous 13F -98 shares

    0.78% of the 13F portfolio, value $1,052,000.

    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 13,685 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $945,000.

    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).