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Disclosery

MILESTONE ASSET MANAGEMENT, LLC: IDEF position timeline

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

MILESTONE ASSET MANAGEMENT, LLC held 48,494 IDEF shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 48,494 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,514,348.

    13F-HR 0001964722-26-000005 filed by MILESTONE ASSET MANAGEMENT, LLC
    Accepted , ingested