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Disclosery

Squar Milner Financial Services LLC: URI position timeline

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

Squar Milner Financial Services LLC held 0 URI 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 0 shares
    Change vs previous 13F -1,270 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2020-03-31
    13F 1,270 shares
    Change vs previous 13F -17 shares

    0.08% of the 13F portfolio, value $130,000.

    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 1,287 shares
    Change vs previous 13F +35 shares

    0.11% of the 13F portfolio, value $214,000.

    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 1,252 shares
    Change vs previous 13F +123 shares

    0.11% of the 13F portfolio, value $218,000.

    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 1,129 shares
    Change vs previous 13F -260 shares

    0.1% of the 13F portfolio, value $150,000.

    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 1,389 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $158,000.

    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 1,389 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $142,000.

    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).