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Milestone Asset Management Group, LLC: AVUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Milestone Asset Management Group, LLC on AVUV, newest first. How the timeline and the estimate are built.

Milestone Asset Management Group, LLC held 26,367 AVUV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,367 shares
    Change vs previous 13F +1,298 shares

    1.66% of the 13F portfolio, value $3,289,491.

    13F-HR 0002063364-26-000244 filed by Milestone Asset Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 25,069 shares
    Change vs previous 13F +1,104 shares

    1.62% of the 13F portfolio, value $2,769,367.

    13F-HR 0002063364-26-000157 filed by Milestone Asset Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 23,965 shares
    Change vs previous 13F +4,647 shares

    1.38% of the 13F portfolio, value $2,443,996.

    13F-HR 0002063364-26-000051 filed by Milestone Asset Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 19,318 shares
    Change vs previous 13F +1,405 shares

    1.21% of the 13F portfolio, value $1,922,741.

    13F-HR 0002063364-25-000256 filed by Milestone Asset Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,913 shares
    Change vs previous 13F +205 shares

    1.21% of the 13F portfolio, value $1,631,866.

    13F-HR 0002063364-25-000168 filed by Milestone Asset Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 17,708 shares
    Change vs previous 13F +97 shares

    1.4% of the 13F portfolio, value $1,543,641.

    13F-HR 0002063364-25-000075 filed by Milestone Asset Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 17,611 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $1,699,972.

    13F-HR 0002063364-25-000002 filed by Milestone Asset Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).