Squar Milner Financial Services LLC

13F Filings History

Latest 13F report
Q2 2020 - Jul 16, 2020
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 $176M 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 Date Filed
Q3 2020 13F-HR 10/28/2020, 03:50 PM
Q2 2020 213 $176M +$32M -$19.1M +$12.9M BIL, SPYG, SPY, MSFT, AAPL 13F-HR 7/16/2020, 04:10 PM
Q1 2020 689 $166M +$26.2M -$18.6M +$7.6M BIL, SPYG, SPY, AAPL, MSFT 13F-HR 4/22/2020, 12:15 PM
Q4 2019 755 $200M +$33.9M -$5.85M +$28.1M BIL, SPYG, AAPL, SPLV, MSFT 13F-HR 1/17/2020, 05:51 PM
Q3 2019 123 $112M SPY, SHY, ICSH, IVV, BIL Restatement 11/24/2020, 04:40 PM
Q2 2019 769 $148M +$23.6M -$11.5M +$12.2M SPYG, BIL, AAPL, SPLV, SPY 13F-HR 7/24/2019, 08:46 PM
Q1 2019 763 $135M +$23.2M -$2.5M +$20.7M SPYG, AAPL, SPLV, BIL, IVV 13F-HR 4/25/2019, 04:10 PM
Q4 2018 712 $104M +$13.8M -$3.85M +$9.95M SPYG, AAPL, SPY, IVV, SPLV 13F-HR 2/12/2019, 05:13 PM
Q3 2018 741 $111M +$9.99M -$13.5M -$3.56M AAPL, IVV, SPYG, SPY, BRKB 13F-HR 10/29/2018, 03:18 PM
Q2 2018 823 $113M +$37.5M -$944K +$36.5M AAPL, IVV, SPY, SPYG, BRKB 13F-HR 7/24/2018, 05:36 PM
Q1 2018 162 $79.2M +$6.59M -$678K +$5.91M AAPL, IVV, SPY, BRKB, EZM 13F-HR 5/15/2018, 11:55 AM
Q4 2017 158 $81M IVV, AAPL, SPY, BRKB, EZM 13F-HR 2/8/2018, 12:27 PM