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Milestone Asset Management Group, LLC: SPYG position timeline

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

Milestone Asset Management Group, LLC held 42,164 SPYG 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 42,164 shares
    Change vs previous 13F +540 shares

    2.53% of the 13F portfolio, value $5,017,072.

    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 41,624 shares
    Change vs previous 13F +1,020 shares

    2.38% of the 13F portfolio, value $4,075,394.

    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 40,604 shares
    Change vs previous 13F +5,472 shares

    2.45% of the 13F portfolio, value $4,332,419.

    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 35,132 shares
    Change vs previous 13F +1,201 shares

    2.31% of the 13F portfolio, value $3,671,662.

    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 33,931 shares
    Change vs previous 13F +5,194 shares

    2.39% of the 13F portfolio, value $3,234,300.

    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 28,737 shares
    Change vs previous 13F +3,286 shares

    2.09% of the 13F portfolio, value $2,309,607.

    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 25,451 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $2,237,181.

    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).