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Disclosery

MILESTONE ASSET MANAGEMENT, LLC: PBH position timeline

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

MILESTONE ASSET MANAGEMENT, LLC held 0 PBH 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 0 shares
    Change vs previous 13F -20,735 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 20,735 shares
    Change vs previous 13F +2,209 shares

    0.23% of the 13F portfolio, value $1,228,964.

    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 18,526 shares
    Change vs previous 13F +4,723 shares

    0.22% of the 13F portfolio, value $1,142,869.

    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 13,803 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $861,307.

    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).