13F Filings History of Squar Milner Financial Services LLC

Latest 13F report
Q2 2020 - 16 Jul 2020
Value $
$0
Signature - Title
Deborah L. Harrington - Chief Operating Officer
Location
Irvine, CA
Summary
This page shows a list of all the recent 13F filings made by Squar Milner Financial Services LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Squar Milner Financial Services LLC reported 213 stock holdings with total value $175,993,000 as of Q2 2020. Top holdings included BIL, SPYG, SPY, MSFT, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2020 0 $0 $0 -$175,993,000 -$175,993,000 13F-HR 28 Oct 2020, 15:50
Q2 2020 213 $175,993,000 +$32,132,723 -$46,586,961 -$14,454,238 BIL, SPYG, SPY, MSFT, AAPL 13F-HR 16 Jul 2020, 16:10
Q1 2020 748 $165,161,000 +$24,979,097 -$25,360,925 -$381,828 BIL, SPYG, SPY, AAPL, MSFT 13F-HR 22 Apr 2020, 12:15
Q4 2019 816 $200,155,000 +$75,328,839 -$49,777,367 +$25,551,472 BIL, SPYG, AAPL, SPLV, MSFT 13F-HR 17 Jan 2020, 18:51
Q3 2019 219 $109,255,000 $0 $0 $0 SPY, SHY, ICSH, IVV, BIL Restatement 24 Nov 2020, 17:40
Q2 2019 791 $148,183,000 +$23,448,963 -$14,760,664 +$8,688,299 SPYG, BIL, AAPL, SPLV, SPY 13F-HR 24 Jul 2019, 20:46
Q1 2019 815 $135,348,000 +$23,762,241 -$3,977,266 +$19,784,975 SPYG, AAPL, SPLV, BIL, IVV 13F-HR 25 Apr 2019, 16:10
Q4 2018 727 $104,022,000 +$13,624,762 -$5,459,658 +$8,165,104 SPYG, AAPL, SPY, IVV, SPLV 13F-HR 12 Feb 2019, 18:13
Q3 2018 751 $111,115,000 +$9,985,794 -$18,230,868 -$8,245,074 AAPL, IVV, SPYG, SPY, BRKB 13F-HR 29 Oct 2018, 15:18
Q2 2018 836 $113,458,000 +$37,468,282 -$4,150,364 +$33,317,918 AAPL, IVV, SPY, SPYG, BRKB 13F-HR 24 Jul 2018, 17:36
Q1 2018 162 $79,199,000 +$6,363,634 -$4,146,803 +$2,216,831 AAPL, IVV, SPY, BRKB, EZM 13F-HR 15 May 2018, 11:55
Q4 2017 163 $80,957,000 $0 $0 $0 IVV, AAPL, SPY, BRKB, EZM 13F-HR 08 Feb 2018, 13:27