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Disclosery

MILESTONE ASSET MANAGEMENT, LLC: BIZD position timeline

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

MILESTONE ASSET MANAGEMENT, LLC held 0 BIZD shares at 2025-12-31 per its 13F-HR filed 2026-01-28.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -51,244 shares

    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).

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

  2. period ended2025-09-30
    13F 51,244 shares
    Change vs previous 13F +8,299 shares

    0.14% of the 13F portfolio, value $765,596.

    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).

  3. period ended2025-06-30
    13F 42,945 shares
    Change vs previous 13F +13,645 shares

    0.15% of the 13F portfolio, value $699,158.

    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).

  4. period ended2025-03-31
    13F 29,300 shares
    Change vs previous 13F +3,388 shares

    0.1% of the 13F portfolio, value $491,070.

    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).

  5. period ended2024-12-31
    13F 25,912 shares
    Change vs previous 13F +6,301 shares

    0.1% of the 13F portfolio, value $430,918.

    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).

  6. period ended2024-09-30
    13F 19,611 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $324,759.

    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).