Skip to content
Disclosery

Milestone Asset Management Group, LLC: VOO position timeline

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

Milestone Asset Management Group, LLC held 13,252 VOO 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 13,252 shares
    Change vs previous 13F +881 shares

    4.58% of the 13F portfolio, value $9,101,741.

    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 12,371 shares
    Change vs previous 13F +585 shares

    4.32% of the 13F portfolio, value $7,392,484.

    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 11,786 shares
    Change vs previous 13F +1,279 shares

    4.17% of the 13F portfolio, value $7,391,444.

    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 10,507 shares
    Change vs previous 13F +548 shares

    4.05% of the 13F portfolio, value $6,434,573.

    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 9,959 shares
    Change vs previous 13F +654 shares

    4.19% of the 13F portfolio, value $5,656,896.

    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 9,305 shares
    Change vs previous 13F +869 shares

    4.32% of the 13F portfolio, value $4,782,104.

    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 8,436 shares
    Change vs previous 13F not available

    4.06% of the 13F portfolio, value $4,545,210.

    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).