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Squar Milner Financial Services LLC: SPSB position timeline

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

Squar Milner Financial Services LLC held 7,839 SPSB 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 7,839 shares
    Change vs previous 13F +3,630 shares

    0.14% of the 13F portfolio, value $246,000.

    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 4,209 shares
    Change vs previous 13F +1,133 shares

    0.08% of the 13F portfolio, value $127,000.

    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 3,076 shares
    Change vs previous 13F -4,581 shares

    0.05% of the 13F portfolio, value $94,000.

    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 7,657 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $240,000.

    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).