MILESTONE ASSET MANAGEMENT, LLC: AGG position timeline

MILESTONE ASSET MANAGEMENT, LLC held 11,262 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 11,262 shares

   Change vs previous 13F +2,261 shares

   0.18% of the 13F portfolio, value $1,114,719.

   13F-HR 0001964722-26-000003 filed by MILESTONE ASSET MANAGEMENT, LLC
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 9,001 shares

   Change vs previous 13F +4,476 shares

   0.16% of the 13F portfolio, value $893,586.

   13F-HR 0001964722-26-000002 filed by MILESTONE ASSET MANAGEMENT, LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 4,525 shares

   Change vs previous 13F -1,969 shares

   0.09% of the 13F portfolio, value $452,007.

   13F-HR 0001964722-26-000001 filed by MILESTONE ASSET MANAGEMENT, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 6,494 shares

   Change vs previous 13F -7,526 shares

   0.12% of the 13F portfolio, value $651,023.

   13F-HR 0001964722-25-000003 filed by MILESTONE ASSET MANAGEMENT, LLC
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 14,020 shares

   Change vs previous 13F +9,320 shares

   0.29% of the 13F portfolio, value $1,390,784.

   13F-HR 0001085146-25-004536 filed by MILESTONE ASSET MANAGEMENT, LLC
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 4,700 shares

   Change vs previous 13F +4,700 shares

   0.1% of the 13F portfolio, value $464,992.

   13F-HR 0001085146-25-001976 filed by MILESTONE ASSET MANAGEMENT, LLC
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0001085146-24-005152 filed by MILESTONE ASSET MANAGEMENT, LLC
   Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.