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Squar Milner Financial Services LLC: SPYV position timeline

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

Squar Milner Financial Services LLC held 24,917 SPYV 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 24,917 shares
    Change vs previous 13F -1,766 shares

    0.41% of the 13F portfolio, value $722,000.

    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 26,683 shares
    Change vs previous 13F -39,438 shares

    0.42% of the 13F portfolio, value $689,000.

    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 66,121 shares
    Change vs previous 13F +45,553 shares

    1.15% of the 13F portfolio, value $2,308,000.

    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 20,568 shares
    Change vs previous 13F -44,460 shares

    0.32% of the 13F portfolio, value $621,000.

    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 65,028 shares
    Change vs previous 13F -24,457 shares

    1.37% of the 13F portfolio, value $2,034,000.

    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 89,485 shares
    Change vs previous 13F +40,677 shares

    2% of the 13F portfolio, value $2,709,000.

    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 48,808 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $1,326,000.

    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).