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Squar Milner Financial Services LLC: HDV position timeline

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

Squar Milner Financial Services LLC held 15,725 HDV 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 15,725 shares
    Change vs previous 13F -1,512 shares

    0.73% of the 13F portfolio, value $1,276,000.

    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 17,237 shares
    Change vs previous 13F +9,140 shares

    0.74% of the 13F portfolio, value $1,233,000.

    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 8,097 shares
    Change vs previous 13F -7,368 shares

    0.4% of the 13F portfolio, value $794,000.

    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 15,465 shares
    Change vs previous 13F +4,729 shares

    0.64% of the 13F portfolio, value $1,245,000.

    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 10,736 shares
    Change vs previous 13F +3,509 shares

    0.68% of the 13F portfolio, value $1,015,000.

    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 7,227 shares
    Change vs previous 13F +2,962 shares

    0.5% of the 13F portfolio, value $674,000.

    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 4,265 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $360,000.

    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).