Squar Milner Financial Services LLC: LW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Squar Milner Financial Services LLC on LW, newest first. How the timeline and the estimate are built.
Squar Milner Financial Services LLC held 3,812 LW shares at 2020-06-30 per its 13F-HR filed 2020-07-16.
the latest 13F is the newest step
- period ended2020-06-3013F 3,812 sharesChange vs previous 13F +578 shares
0.14% of the 13F portfolio, value $244,000.
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 3,234 sharesChange vs previous 13F +62 shares
0.11% of the 13F portfolio, value $184,000.
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 3,172 sharesChange vs previous 13F +3,172 shares
0.14% of the 13F portfolio, value $272,000.
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 0 sharesChange vs previous 13F -1,764 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2019-06-3013F 1,764 sharesChange vs previous 13F +1,608 shares
0.08% of the 13F portfolio, value $112,000.
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 156 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $11,000.
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 156 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $11,000.
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).