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MILESTONE ASSET MANAGEMENT, LLC: BUFD position timeline

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

MILESTONE ASSET MANAGEMENT, LLC held 395,577 BUFD 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 395,577 shares
    Change vs previous 13F -46,910 shares

    1.85% of the 13F portfolio, value $11,756,549.

    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 442,487 shares
    Change vs previous 13F -3,393 shares

    2.28% of the 13F portfolio, value $12,389,636.

    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 445,880 shares
    Change vs previous 13F -10,643 shares

    2.38% of the 13F portfolio, value $12,591,651.

    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 456,523 shares
    Change vs previous 13F +37,802 shares

    2.39% of the 13F portfolio, value $12,618,296.

    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 418,721 shares
    Change vs previous 13F +107,238 shares

    2.35% of the 13F portfolio, value $11,121,230.

    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 311,483 shares
    Change vs previous 13F -109,389 shares

    1.66% of the 13F portfolio, value $7,771,501.

    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 420,872 shares
    Change vs previous 13F -4,320 shares

    2.37% of the 13F portfolio, value $10,740,654.

    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 425,192 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $10,646,808.

    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).