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Squar Milner Financial Services LLC: SPMD position timeline

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

Squar Milner Financial Services LLC held 49,658 SPMD 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 49,658 shares
    Change vs previous 13F -334 shares

    0.88% of the 13F portfolio, value $1,552,000.

    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 49,992 shares
    Change vs previous 13F -18,751 shares

    0.76% of the 13F portfolio, value $1,266,000.

    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 68,743 shares
    Change vs previous 13F +23,623 shares

    1.24% of the 13F portfolio, value $2,490,000.

    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 45,120 shares
    Change vs previous 13F -19,633 shares

    0.75% of the 13F portfolio, value $1,472,000.

    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 64,753 shares
    Change vs previous 13F +2,367 shares

    1.49% of the 13F portfolio, value $2,206,000.

    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 62,386 shares
    Change vs previous 13F +17,965 shares

    1.53% of the 13F portfolio, value $2,079,000.

    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 44,421 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $1,307,000.

    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).