Skip to content
Disclosery

Squar Milner Financial Services LLC: XLV position timeline

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

Squar Milner Financial Services LLC held 4,334 XLV 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 4,334 shares
    Change vs previous 13F +1,883 shares

    0.25% of the 13F portfolio, value $434,000.

    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 2,451 shares
    Change vs previous 13F +7 shares

    0.13% of the 13F portfolio, value $217,000.

    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 2,444 shares
    Change vs previous 13F -1,781 shares

    0.12% of the 13F portfolio, value $248,000.

    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 4,225 shares
    Change vs previous 13F +1,784 shares

    0.23% of the 13F portfolio, value $446,000.

    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 2,441 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $226,000.

    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 2,441 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $223,000.

    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 2,441 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $211,000.

    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).