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
- period ended2020-06-3013F 207,796 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2020-03-3113F 206,037 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2019-12-3113F 272,650 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2019-09-3013F/A 202,569 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2019-06-3013F 259,529 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2019-03-3113F 228,815 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2018-12-3113F 155,667 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).