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Milestone Asset Management Group, LLC: DFAU position timeline

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

Milestone Asset Management Group, LLC held 76,277 DFAU 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 76,277 shares
    Change vs previous 13F +6,481 shares

    1.99% of the 13F portfolio, value $3,942,746.

    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 69,796 shares
    Change vs previous 13F +3,486 shares

    1.84% of the 13F portfolio, value $3,149,182.

    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 66,310 shares
    Change vs previous 13F +13,767 shares

    1.75% of the 13F portfolio, value $3,103,326.

    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 52,543 shares
    Change vs previous 13F +7,876 shares

    1.51% of the 13F portfolio, value $2,404,368.

    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 44,667 shares
    Change vs previous 13F +4,778 shares

    1.4% of the 13F portfolio, value $1,892,109.

    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 39,889 shares
    Change vs previous 13F +6,635 shares

    1.39% of the 13F portfolio, value $1,533,340.

    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 33,254 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $1,346,444.

    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).