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Squar Milner Financial Services LLC: MSFT position timeline

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

Squar Milner Financial Services LLC held 27,422 MSFT 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 27,422 shares
    Change vs previous 13F -4,403 shares

    3.17% of the 13F portfolio, value $5,581,000.

    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 31,825 shares
    Change vs previous 13F +1,077 shares

    3.03% of the 13F portfolio, value $5,019,000.

    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 30,748 shares
    Change vs previous 13F +3,999 shares

    2.42% of the 13F portfolio, value $4,849,000.

    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 26,749 shares
    Change vs previous 13F +6,662 shares

    2.87% of the 13F portfolio, value $5,626,000.

    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 20,087 shares
    Change vs previous 13F +2,296 shares

    1.82% of the 13F portfolio, value $2,691,000.

    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 17,791 shares
    Change vs previous 13F +1,456 shares

    1.55% of the 13F portfolio, value $2,098,000.

    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 16,335 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $1,659,000.

    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).