SEC 13F Intelligence

Squar Milner Financial Services LLC / AAPL

Squar Milner Financial Services LLC’s Apple Inc Position

Does Squar Milner Financial Services LLC own Apple Inc (AAPL)? Yes — 25.9K shares worth $7M (+3.96% of its 13F portfolio) as of Q1 2020, down from 29.1K shares the prior filed quarter.

Position Value
$7M
Q1 2020
Shares
25.9K
% of Portfolio
+3.96%
Quarters Held
6
currently held

Position History AAPL

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $5MQ1 ’19Q2 ’19: $6MQ2 ’19Q3 ’19: $6MQ3 ’19Q4 ’19: $9MQ4 ’19Q1 ’20: $7MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202025.9K$7M+3.96%
Q4 201929.1K$9M+4.27%
Q3 201928.7K$6M+3.94%
Q2 201927.8K$6M+3.71%
Q1 201928.6K$5M+4.01%
Q4 201825.6K$4M+3.89%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Squar Milner Financial Services LLC’s full portfolio or all institutional holders of AAPL.