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Squar Milner Financial Services LLC: SPYG position timeline

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

Squar Milner Financial Services LLC held 207,796 SPYG 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 207,796 shares
    Change vs previous 13F +1,759 shares

    5.3% of the 13F portfolio, value $9,334,000.

    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 206,037 shares
    Change vs previous 13F -66,613 shares

    4.44% of the 13F portfolio, value $7,363,000.

    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 272,650 shares
    Change vs previous 13F +70,081 shares

    5.71% of the 13F portfolio, value $11,426,000.

    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 202,569 shares
    Change vs previous 13F -56,960 shares

    5.19% of the 13F portfolio, value $10,151,000.

    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 259,529 shares
    Change vs previous 13F +30,714 shares

    6.78% of the 13F portfolio, value $10,052,000.

    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 228,815 shares
    Change vs previous 13F +73,148 shares

    6.29% of the 13F portfolio, value $8,514,000.

    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 155,667 shares
    Change vs previous 13F not available

    4.86% of the 13F portfolio, value $5,059,000.

    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).