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Disclosery

Milestone Asset Management Group, LLC: VZ position timeline

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

Milestone Asset Management Group, LLC held 8,257 VZ 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 8,257 shares
    Change vs previous 13F -93 shares

    0.18% of the 13F portfolio, value $349,588.

    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 8,350 shares
    Change vs previous 13F -162 shares

    0.25% of the 13F portfolio, value $419,147.

    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 8,512 shares
    Change vs previous 13F -3,457 shares

    0.2% of the 13F portfolio, value $346,679.

    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 11,969 shares
    Change vs previous 13F +16 shares

    0.33% of the 13F portfolio, value $526,038.

    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 11,953 shares
    Change vs previous 13F -12,086 shares

    0.38% of the 13F portfolio, value $517,216.

    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 24,039 shares
    Change vs previous 13F +11,938 shares

    0.93% of the 13F portfolio, value $1,025,422.

    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 12,101 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $483,913.

    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).