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Disclosery

Milestone Asset Management Group, LLC: XLE position timeline

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

Milestone Asset Management Group, LLC held 3,871 XLE 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 3,871 shares
    Change vs previous 13F +21 shares

    0.1% of the 13F portfolio, value $205,590.

    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 3,850 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $235,844.

    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).