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Disclosery

Squar Milner Financial Services LLC: WHF position timeline

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

Squar Milner Financial Services LLC held 11,000 WHF 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 11,000 shares
    Change vs previous 13F +11,000 shares

    0.06% of the 13F portfolio, value $113,000.

    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 ended2019-12-31
    13F 0 shares
    Change vs previous 13F -11,000 shares

    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).

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

  3. period ended2019-09-30
    13F/A 11,000 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $108,000.

    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).