Current Market Value 176,006,000
Current Holdings 214
Most Recent File Date 2020-07-16
Total Filings on Record 12
SEC Form 13F Filing History

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. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2020-07-16 2020-06-30 13F-HR 214 176,006
2020-04-22 2020-03-31 13F-HR 803 166,452
2020-01-21 2019-12-31 13F-HR 881 200,240
2020-11-25 2019-09-30 13F-HR/A 1 R 219 195,765
2019-10-22 2019-09-30 13F-HR 824 163,057
2019-07-25 2019-06-30 13F-HR 812 148,368
2019-04-25 2019-03-31 13F-HR 843 135,587
2019-02-12 2018-12-31 13F-HR 750 104,059
2018-10-29 2018-09-30 13F-HR 770 111,126
2018-07-24 2018-06-30 13F-HR 857 113,490
2018-05-15 2018-03-31 13F-HR 162 79,199
2018-02-08 2017-12-31 13F-HR 163 82,578