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MILESTONE ASSET MANAGEMENT, LLC: FLRN position timeline

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

MILESTONE ASSET MANAGEMENT, LLC held 796,500 FLRN 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 796,500 shares
    Change vs previous 13F +235,168 shares

    3.87% of the 13F portfolio, value $24,572,027.

    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 561,332 shares
    Change vs previous 13F -207,597 shares

    3.18% of the 13F portfolio, value $17,277,804.

    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 768,929 shares
    Change vs previous 13F -341,374 shares

    4.46% of the 13F portfolio, value $23,629,212.

    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 1,110,303 shares
    Change vs previous 13F +52,738 shares

    6.49% of the 13F portfolio, value $34,263,967.

    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 1,057,565 shares
    Change vs previous 13F +217,572 shares

    6.89% of the 13F portfolio, value $32,604,740.

    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 839,993 shares
    Change vs previous 13F +760,338 shares

    5.52% of the 13F portfolio, value $25,888,612.

    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 79,655 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,447,798.

    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).