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Milestone Asset Management Group, LLC: FBTC position timeline

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

Milestone Asset Management Group, LLC held 62,545 FBTC 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 62,545 shares
    Change vs previous 13F +1,057 shares

    1.61% of the 13F portfolio, value $3,192,928.

    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 61,488 shares
    Change vs previous 13F +2,412 shares

    2.12% of the 13F portfolio, value $3,629,649.

    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 59,076 shares
    Change vs previous 13F +4,818 shares

    2.54% of the 13F portfolio, value $4,503,388.

    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 54,258 shares
    Change vs previous 13F +5,498 shares

    3.41% of the 13F portfolio, value $5,415,530.

    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 48,760 shares
    Change vs previous 13F -57 shares

    3.39% of the 13F portfolio, value $4,582,954.

    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 48,817 shares
    Change vs previous 13F +1,540 shares

    3.18% of the 13F portfolio, value $3,513,362.

    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 47,277 shares
    Change vs previous 13F not available

    3.45% of the 13F portfolio, value $3,856,832.

    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).