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Milestone Asset Management Group, LLC: DGRO position timeline

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

Milestone Asset Management Group, LLC held 56,780 DGRO 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 56,780 shares
    Change vs previous 13F +190 shares

    2.17% of the 13F portfolio, value $4,303,347.

    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 56,590 shares
    Change vs previous 13F -2,437 shares

    2.32% of the 13F portfolio, value $3,971,470.

    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 59,027 shares
    Change vs previous 13F +6,527 shares

    2.31% of the 13F portfolio, value $4,097,655.

    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 52,500 shares
    Change vs previous 13F +282 shares

    2.25% of the 13F portfolio, value $3,574,222.

    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 52,218 shares
    Change vs previous 13F +3,119 shares

    2.47% of the 13F portfolio, value $3,338,801.

    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 49,099 shares
    Change vs previous 13F +571 shares

    2.74% of the 13F portfolio, value $3,033,364.

    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 48,528 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $2,976,684.

    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).