Skip to content
Disclosery

Milestone Asset Management Group, LLC: IVV position timeline

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

Milestone Asset Management Group, LLC held 7,876 IVV 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 7,876 shares
    Change vs previous 13F -9 shares

    2.97% of the 13F portfolio, value $5,898,124.

    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 7,885 shares
    Change vs previous 13F +23 shares

    3.01% of the 13F portfolio, value $5,150,641.

    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 7,862 shares
    Change vs previous 13F +406 shares

    3.04% of the 13F portfolio, value $5,384,938.

    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 7,456 shares
    Change vs previous 13F +75 shares

    3.14% of the 13F portfolio, value $4,990,098.

    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 7,381 shares
    Change vs previous 13F +622 shares

    3.39% of the 13F portfolio, value $4,582,890.

    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 6,759 shares
    Change vs previous 13F +128 shares

    3.43% of the 13F portfolio, value $3,797,723.

    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 6,631 shares
    Change vs previous 13F not available

    3.49% of the 13F portfolio, value $3,903,274.

    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).