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Milestone Asset Management Group, LLC: USMV position timeline

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

Milestone Asset Management Group, LLC held 35,282 USMV 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 35,282 shares
    Change vs previous 13F -455 shares

    1.71% of the 13F portfolio, value $3,403,312.

    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 35,737 shares
    Change vs previous 13F +1,052 shares

    1.94% of the 13F portfolio, value $3,314,224.

    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 34,685 shares
    Change vs previous 13F +4,333 shares

    1.84% of the 13F portfolio, value $3,265,956.

    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 30,352 shares
    Change vs previous 13F +1,008 shares

    1.82% of the 13F portfolio, value $2,887,652.

    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 29,344 shares
    Change vs previous 13F +244 shares

    2.04% of the 13F portfolio, value $2,754,504.

    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 29,100 shares
    Change vs previous 13F +1,402 shares

    2.46% of the 13F portfolio, value $2,725,503.

    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 27,698 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $2,459,297.

    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).