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Squar Milner Financial Services LLC: IVV position timeline

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

Squar Milner Financial Services LLC held 15,013 IVV 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 15,013 shares
    Change vs previous 13F +1,922 shares

    2.64% of the 13F portfolio, value $4,649,000.

    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 13,091 shares
    Change vs previous 13F -198 shares

    2.04% of the 13F portfolio, value $3,382,000.

    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 13,289 shares
    Change vs previous 13F -2,771 shares

    2.14% of the 13F portfolio, value $4,295,000.

    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 16,060 shares
    Change vs previous 13F +5,616 shares

    2.76% of the 13F portfolio, value $5,397,000.

    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 10,444 shares
    Change vs previous 13F -1,737 shares

    2.08% of the 13F portfolio, value $3,078,000.

    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 12,181 shares
    Change vs previous 13F +1,982 shares

    2.56% of the 13F portfolio, value $3,466,000.

    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 10,199 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $2,566,000.

    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).