Skip to content
Disclosery

MILESTONE ASSET MANAGEMENT, LLC: BIL position timeline

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

MILESTONE ASSET MANAGEMENT, LLC held 5,871 BIL 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 5,871 shares
    Change vs previous 13F -1,614 shares

    0.08% of the 13F portfolio, value $538,033.

    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 7,485 shares
    Change vs previous 13F -573 shares

    0.13% of the 13F portfolio, value $685,959.

    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 8,058 shares
    Change vs previous 13F -163 shares

    0.14% of the 13F portfolio, value $736,367.

    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 8,221 shares
    Change vs previous 13F -104,162 shares

    0.14% of the 13F portfolio, value $754,305.

    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 112,383 shares
    Change vs previous 13F +100,451 shares

    2.18% of the 13F portfolio, value $10,308,902.

    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 11,932 shares
    Change vs previous 13F -175,593 shares

    0.23% of the 13F portfolio, value $1,094,622.

    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 187,525 shares
    Change vs previous 13F -156,536 shares

    3.79% of the 13F portfolio, value $17,145,543.

    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 344,061 shares
    Change vs previous 13F not available

    7.11% of the 13F portfolio, value $31,588,350.

    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).