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Squar Milner Financial Services LLC: PFE position timeline

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

Squar Milner Financial Services LLC held 29,110 PFE 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 29,110 shares
    Change vs previous 13F +6,627 shares

    0.54% of the 13F portfolio, value $952,000.

    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 22,483 shares
    Change vs previous 13F +2,003 shares

    0.44% of the 13F portfolio, value $733,000.

    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 20,480 shares
    Change vs previous 13F -14,355 shares

    0.4% of the 13F portfolio, value $802,000.

    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 34,835 shares
    Change vs previous 13F +13,392 shares

    0.65% of the 13F portfolio, value $1,278,000.

    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 21,443 shares
    Change vs previous 13F +1,059 shares

    0.63% of the 13F portfolio, value $929,000.

    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 20,384 shares
    Change vs previous 13F +1,512 shares

    0.64% of the 13F portfolio, value $865,000.

    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 18,872 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $824,000.

    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).