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Squar Milner Financial Services LLC: WM position timeline

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

Squar Milner Financial Services LLC held 4,171 WM 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 4,171 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $442,000.

    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 4,171 shares
    Change vs previous 13F -156 shares

    0.23% of the 13F portfolio, value $386,000.

    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 4,327 shares
    Change vs previous 13F -63 shares

    0.25% of the 13F portfolio, value $493,000.

    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 4,390 shares
    Change vs previous 13F +57 shares

    0.25% of the 13F portfolio, value $497,000.

    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 4,333 shares
    Change vs previous 13F +2,262 shares

    0.34% of the 13F portfolio, value $500,000.

    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 2,071 shares
    Change vs previous 13F +1,155 shares

    0.16% of the 13F portfolio, value $215,000.

    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 916 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $82,000.

    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).