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MILESTONE ASSET MANAGEMENT, LLC: NVDA position timeline

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

MILESTONE ASSET MANAGEMENT, LLC held 53,310 NVDA 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 53,310 shares
    Change vs previous 13F +1,665 shares

    1.68% of the 13F portfolio, value $10,666,830.

    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 51,645 shares
    Change vs previous 13F -34,899 shares

    1.66% of the 13F portfolio, value $9,007,058.

    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 86,544 shares
    Change vs previous 13F +11,100 shares

    3.04% of the 13F portfolio, value $16,140,516.

    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 75,444 shares
    Change vs previous 13F +24,867 shares

    2.67% of the 13F portfolio, value $14,076,521.

    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 50,577 shares
    Change vs previous 13F -3,659 shares

    1.69% of the 13F portfolio, value $7,990,770.

    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 54,236 shares
    Change vs previous 13F -14,727 shares

    1.25% of the 13F portfolio, value $5,878,159.

    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 68,963 shares
    Change vs previous 13F +10,244 shares

    2.05% of the 13F portfolio, value $9,261,116.

    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 58,719 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $7,130,879.

    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).