MILESTONE ASSET MANAGEMENT, LLC: MSTB position timeline

MILESTONE ASSET MANAGEMENT, LLC held 186,273 MSTB 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 186,273 shares

   Change vs previous 13F +4,528 shares

   1.26% of the 13F portfolio, value $7,989,066.

   13F-HR 0001964722-26-000003 filed by MILESTONE ASSET MANAGEMENT, LLC
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 181,745 shares

   Change vs previous 13F -140,563 shares

   1.28% of the 13F portfolio, value $6,960,817.

   13F-HR 0001964722-26-000002 filed by MILESTONE ASSET MANAGEMENT, LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 322,308 shares

   Change vs previous 13F -286,655 shares

   2.43% of the 13F portfolio, value $12,866,562.

   13F-HR 0001964722-26-000001 filed by MILESTONE ASSET MANAGEMENT, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 608,963 shares

   Change vs previous 13F +471,849 shares

   4.59% of the 13F portfolio, value $24,218,824.

   13F-HR 0001964722-25-000003 filed by MILESTONE ASSET MANAGEMENT, LLC
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 137,114 shares

   Change vs previous 13F -4,933 shares

   1.08% of the 13F portfolio, value $5,105,248.

   13F-HR 0001085146-25-004536 filed by MILESTONE ASSET MANAGEMENT, LLC
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 142,047 shares

   Change vs previous 13F -2,499 shares

   0.98% of the 13F portfolio, value $4,590,477.

   13F-HR 0001085146-25-001976 filed by MILESTONE ASSET MANAGEMENT, LLC
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 144,546 shares

   Change vs previous 13F -2,233 shares

   1.08% of the 13F portfolio, value $4,886,407.

   13F-HR 0001085146-25-000433 filed by MILESTONE ASSET MANAGEMENT, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 146,779 shares

   Change vs previous 13F not available

   1.12% of the 13F portfolio, value $4,999,645.

   13F-HR 0001085146-24-005152 filed by MILESTONE ASSET MANAGEMENT, LLC
   Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).