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Milestone Asset Management Group, LLC: XLG position timeline

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

Milestone Asset Management Group, LLC held 43,414 XLG 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 43,414 shares
    Change vs previous 13F -1,513 shares

    1.34% of the 13F portfolio, value $2,658,235.

    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 44,927 shares
    Change vs previous 13F -34 shares

    1.43% of the 13F portfolio, value $2,450,789.

    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 44,961 shares
    Change vs previous 13F -752 shares

    1.5% of the 13F portfolio, value $2,665,263.

    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 45,713 shares
    Change vs previous 13F +1,560 shares

    1.65% of the 13F portfolio, value $2,629,389.

    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 44,153 shares
    Change vs previous 13F +162 shares

    1.7% of the 13F portfolio, value $2,300,358.

    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 43,991 shares
    Change vs previous 13F +1,710 shares

    1.83% of the 13F portfolio, value $2,024,470.

    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 42,281 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $2,112,372.

    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).