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MILESTONE ASSET MANAGEMENT, LLC: GFEB position timeline

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

MILESTONE ASSET MANAGEMENT, LLC held 136,931 GFEB 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 136,931 shares
    Change vs previous 13F +4,198 shares

    0.95% of the 13F portfolio, value $6,028,963.

    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 132,733 shares
    Change vs previous 13F +8,307 shares

    1.01% of the 13F portfolio, value $5,453,999.

    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 124,426 shares
    Change vs previous 13F +6,309 shares

    0.97% of the 13F portfolio, value $5,167,412.

    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 118,117 shares
    Change vs previous 13F -9,120 shares

    0.91% of the 13F portfolio, value $4,792,007.

    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 127,237 shares
    Change vs previous 13F +2,531 shares

    1.05% of the 13F portfolio, value $4,960,971.

    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 124,706 shares
    Change vs previous 13F +423 shares

    0.98% of the 13F portfolio, value $4,585,440.

    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 124,283 shares
    Change vs previous 13F +4,665 shares

    1.03% of the 13F portfolio, value $4,641,970.

    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 119,618 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $4,368,450.

    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).