Skip to content
Disclosery

Squar Milner Financial Services LLC: MDT position timeline

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

Squar Milner Financial Services LLC held 8,882 MDT 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 8,882 shares
    Change vs previous 13F +769 shares

    0.46% of the 13F portfolio, value $814,000.

    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 8,113 shares
    Change vs previous 13F +368 shares

    0.44% of the 13F portfolio, value $731,000.

    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 7,745 shares
    Change vs previous 13F +97 shares

    0.44% of the 13F portfolio, value $878,000.

    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 7,648 shares
    Change vs previous 13F +3,506 shares

    0.41% of the 13F portfolio, value $795,000.

    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 4,142 shares
    Change vs previous 13F +1,392 shares

    0.27% of the 13F portfolio, value $403,000.

    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 2,750 shares
    Change vs previous 13F +275 shares

    0.18% of the 13F portfolio, value $250,000.

    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 2,475 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $225,000.

    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).