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MILESTONE ASSET MANAGEMENT, LLC: IWM position timeline

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

MILESTONE ASSET MANAGEMENT, LLC held 3,276 IWM 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 3,276 shares
    Change vs previous 13F +1,161 shares

    0.15% of the 13F portfolio, value $984,504.

    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 2,115 shares
    Change vs previous 13F -1,296 shares

    0.1% of the 13F portfolio, value $524,521.

    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 3,411 shares
    Change vs previous 13F +11 shares

    0.16% of the 13F portfolio, value $839,660.

    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 3,400 shares
    Change vs previous 13F -628 shares

    0.16% of the 13F portfolio, value $822,728.

    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 4,028 shares
    Change vs previous 13F -1,957 shares

    0.18% of the 13F portfolio, value $869,242.

    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 5,985 shares
    Change vs previous 13F +2,372 shares

    0.25% of the 13F portfolio, value $1,194,101.

    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 3,613 shares
    Change vs previous 13F +2,599 shares

    0.18% of the 13F portfolio, value $798,353.

    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 1,014 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $224,137.

    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).