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MILESTONE ASSET MANAGEMENT, LLC: BUFR position timeline

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

MILESTONE ASSET MANAGEMENT, LLC held 1,040,780 BUFR 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 1,040,780 shares
    Change vs previous 13F -9,107 shares

    5.98% of the 13F portfolio, value $38,019,693.

    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 1,049,887 shares
    Change vs previous 13F +34,827 shares

    6.54% of the 13F portfolio, value $35,454,684.

    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 1,015,060 shares
    Change vs previous 13F +7,158 shares

    6.56% of the 13F portfolio, value $34,775,956.

    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 1,007,902 shares
    Change vs previous 13F -54,204 shares

    6.38% of the 13F portfolio, value $33,684,085.

    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 1,062,106 shares
    Change vs previous 13F +48,786 shares

    7.14% of the 13F portfolio, value $33,774,971.

    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 1,013,320 shares
    Change vs previous 13F -60,935 shares

    6.42% of the 13F portfolio, value $30,085,471.

    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 1,074,255 shares
    Change vs previous 13F -186,451 shares

    7.23% of the 13F portfolio, value $32,732,550.

    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 1,260,706 shares
    Change vs previous 13F not available

    8.48% of the 13F portfolio, value $37,682,503.

    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).