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Squar Milner Financial Services LLC: PEP position timeline

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

Squar Milner Financial Services LLC held 9,794 PEP 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 9,794 shares
    Change vs previous 13F +1,722 shares

    0.74% of the 13F portfolio, value $1,295,000.

    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 8,072 shares
    Change vs previous 13F +1,206 shares

    0.58% of the 13F portfolio, value $969,000.

    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 6,866 shares
    Change vs previous 13F -3,003 shares

    0.47% of the 13F portfolio, value $938,000.

    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 9,869 shares
    Change vs previous 13F +3,788 shares

    0.7% of the 13F portfolio, value $1,368,000.

    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 6,081 shares
    Change vs previous 13F +1,409 shares

    0.54% of the 13F portfolio, value $797,000.

    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 4,672 shares
    Change vs previous 13F +1,157 shares

    0.42% of the 13F portfolio, value $572,000.

    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 3,515 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $388,000.

    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).