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Milestone Asset Management Group, LLC: TDAQ position timeline

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

Milestone Asset Management Group, LLC held 13,028 TDAQ 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 13,028 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $369,988.

    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 13,028 shares
    Change vs previous 13F +1,233 shares

    0.18% of the 13F portfolio, value $306,543.

    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 11,795 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $307,498.

    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).