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MILESTONE ASSET MANAGEMENT, LLC: BUFF position timeline

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

MILESTONE ASSET MANAGEMENT, LLC held 43,934 BUFF 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 43,934 shares
    Change vs previous 13F -766 shares

    0.36% of the 13F portfolio, value $2,314,443.

    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 44,700 shares
    Change vs previous 13F -619 shares

    0.41% of the 13F portfolio, value $2,208,627.

    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 45,319 shares
    Change vs previous 13F -1,261 shares

    0.43% of the 13F portfolio, value $2,259,605.

    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 46,580 shares
    Change vs previous 13F -2,019 shares

    0.43% of the 13F portfolio, value $2,275,689.

    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 48,599 shares
    Change vs previous 13F -718 shares

    0.48% of the 13F portfolio, value $2,284,153.

    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 49,317 shares
    Change vs previous 13F +244 shares

    0.46% of the 13F portfolio, value $2,174,387.

    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 49,073 shares
    Change vs previous 13F +2,092 shares

    0.49% of the 13F portfolio, value $2,203,868.

    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 46,981 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,072,802.

    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).