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Squar Milner Financial Services LLC: XLY position timeline

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

Squar Milner Financial Services LLC held 2,268 XLY 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 2,268 shares
    Change vs previous 13F +1,684 shares

    0.16% of the 13F portfolio, value $290,000.

    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 584 shares
    Change vs previous 13F -1 shares

    0.03% of the 13F portfolio, value $57,000.

    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 585 shares
    Change vs previous 13F -1,686 shares

    0.04% of the 13F portfolio, value $73,000.

    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 2,271 shares
    Change vs previous 13F +1,687 shares

    0.17% of the 13F portfolio, value $334,000.

    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 584 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $70,000.

    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 584 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $66,000.

    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 584 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $58,000.

    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).