MILESTONE ASSET MANAGEMENT, LLC: NOW position timeline

MILESTONE ASSET MANAGEMENT, LLC held 11,813 NOW 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 11,813 shares

   Change vs previous 13F +5,240 shares

   0.18% of the 13F portfolio, value $1,172,794.

   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 6,573 shares

   Change vs previous 13F +2,028 shares

   0.13% of the 13F portfolio, value $687,207.

   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 4,545 shares

   Change vs previous 13F +3,921 shares

   0.13% of the 13F portfolio, value $696,249.

   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 624 shares

   Change vs previous 13F -7 shares

   0.11% of the 13F portfolio, value $574,254.

   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 631 shares

   Change vs previous 13F -484 shares

   0.14% of the 13F portfolio, value $648,718.

   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 1,115 shares

   Change vs previous 13F +408 shares

   0.19% of the 13F portfolio, value $887,696.

   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 707 shares

   Change vs previous 13F not available

   0.17% of the 13F portfolio, value $749,505.

   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).