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MILESTONE ASSET MANAGEMENT, LLC: FLTR position timeline

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

MILESTONE ASSET MANAGEMENT, LLC held 47,021 FLTR 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 47,021 shares
    Change vs previous 13F +4,952 shares

    0.19% of the 13F portfolio, value $1,204,227.

    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 42,069 shares
    Change vs previous 13F +3,088 shares

    0.2% of the 13F portfolio, value $1,071,941.

    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 38,981 shares
    Change vs previous 13F +7,007 shares

    0.19% of the 13F portfolio, value $993,256.

    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 31,974 shares
    Change vs previous 13F +6,171 shares

    0.15% of the 13F portfolio, value $817,587.

    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 25,803 shares
    Change vs previous 13F -1,217,692 shares

    0.14% of the 13F portfolio, value $657,977.

    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 1,243,495 shares
    Change vs previous 13F +1,155,985 shares

    6.78% of the 13F portfolio, value $31,771,311.

    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 87,510 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,227,129.

    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).