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Milestone Asset Management Group, LLC: MSFT position timeline

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

Milestone Asset Management Group, LLC held 8,441 MSFT 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 8,441 shares
    Change vs previous 13F -187 shares

    1.59% of the 13F portfolio, value $3,148,637.

    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 8,628 shares
    Change vs previous 13F +99 shares

    1.87% of the 13F portfolio, value $3,193,684.

    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 8,529 shares
    Change vs previous 13F +1,005 shares

    2.33% of the 13F portfolio, value $4,124,700.

    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 7,524 shares
    Change vs previous 13F +59 shares

    2.45% of the 13F portfolio, value $3,897,172.

    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 7,465 shares
    Change vs previous 13F +133 shares

    2.75% of the 13F portfolio, value $3,713,406.

    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 7,332 shares
    Change vs previous 13F +141 shares

    2.49% of the 13F portfolio, value $2,752,336.

    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 7,191 shares
    Change vs previous 13F not available

    2.71% of the 13F portfolio, value $3,031,098.

    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).