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Milestone Asset Management Group, LLC: MGV position timeline

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

Milestone Asset Management Group, LLC held 34,132 MGV 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 34,132 shares
    Change vs previous 13F +935 shares

    2.81% of the 13F portfolio, value $5,578,827.

    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 33,197 shares
    Change vs previous 13F +1,940 shares

    2.81% of the 13F portfolio, value $4,811,910.

    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 31,257 shares
    Change vs previous 13F +6,410 shares

    2.49% of the 13F portfolio, value $4,412,181.

    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 24,847 shares
    Change vs previous 13F +978 shares

    2.15% of the 13F portfolio, value $3,422,483.

    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 23,869 shares
    Change vs previous 13F +982 shares

    2.32% of the 13F portfolio, value $3,131,602.

    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 22,887 shares
    Change vs previous 13F +2,541 shares

    2.67% of the 13F portfolio, value $2,948,742.

    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 20,346 shares
    Change vs previous 13F not available

    2.27% of the 13F portfolio, value $2,541,475.

    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).