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Milestone Asset Management Group, LLC: MGK position timeline

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

Milestone Asset Management Group, LLC held 75,231 MGK 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 75,231 shares
    Change vs previous 13F +60,485 shares

    3.33% of the 13F portfolio, value $6,613,578.

    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 14,746 shares
    Change vs previous 13F +857 shares

    3.17% of the 13F portfolio, value $5,418,255.

    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 13,889 shares
    Change vs previous 13F +2,488 shares

    3.24% of the 13F portfolio, value $5,732,995.

    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 11,401 shares
    Change vs previous 13F +784 shares

    2.89% of the 13F portfolio, value $4,588,145.

    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 10,617 shares
    Change vs previous 13F +573 shares

    2.88% of the 13F portfolio, value $3,887,529.

    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 10,044 shares
    Change vs previous 13F +802 shares

    2.8% of the 13F portfolio, value $3,102,407.

    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 9,242 shares
    Change vs previous 13F not available

    2.84% of the 13F portfolio, value $3,173,899.

    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).