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MILESTONE ASSET MANAGEMENT, LLC: BALT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MILESTONE ASSET MANAGEMENT, LLC on BALT, newest first. How the timeline and the estimate are built.

MILESTONE ASSET MANAGEMENT, LLC held 105,587 BALT 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 105,587 shares
    Change vs previous 13F -1,454 shares

    0.57% of the 13F portfolio, value $3,618,466.

    13F-HR 0001964722-26-000003 filed by MILESTONE ASSET MANAGEMENT, 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 107,041 shares
    Change vs previous 13F -1,470 shares

    0.66% of the 13F portfolio, value $3,582,128.

    13F-HR 0001964722-26-000002 filed by MILESTONE ASSET MANAGEMENT, 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 108,511 shares
    Change vs previous 13F -141 shares

    0.69% of the 13F portfolio, value $3,636,204.

    13F-HR 0001964722-26-000001 filed by MILESTONE ASSET MANAGEMENT, 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 108,652 shares
    Change vs previous 13F -1,443 shares

    0.68% of the 13F portfolio, value $3,565,959.

    13F-HR 0001964722-25-000003 filed by MILESTONE ASSET MANAGEMENT, 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 110,095 shares
    Change vs previous 13F -1,435 shares

    0.75% of the 13F portfolio, value $3,531,848.

    13F-HR 0001085146-25-004536 filed by MILESTONE ASSET MANAGEMENT, 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 111,530 shares
    Change vs previous 13F +132 shares

    0.75% of the 13F portfolio, value $3,499,812.

    13F-HR 0001085146-25-001976 filed by MILESTONE ASSET MANAGEMENT, 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 111,398 shares
    Change vs previous 13F +7,826 shares

    0.77% of the 13F portfolio, value $3,500,125.

    13F-HR 0001085146-25-000433 filed by MILESTONE ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 103,572 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $3,193,124.

    13F-HR 0001085146-24-005152 filed by MILESTONE ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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