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MILESTONE ASSET MANAGEMENT, LLC: PDEC position timeline

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

MILESTONE ASSET MANAGEMENT, LLC held 50,632 PDEC 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 50,632 shares
    Change vs previous 13F -1,848 shares

    0.37% of the 13F portfolio, value $2,323,502.

    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 52,480 shares
    Change vs previous 13F -3,372 shares

    0.41% of the 13F portfolio, value $2,230,400.

    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 55,852 shares
    Change vs previous 13F -2,609 shares

    0.46% of the 13F portfolio, value $2,422,860.

    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 58,461 shares
    Change vs previous 13F -171 shares

    0.47% of the 13F portfolio, value $2,456,531.

    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 58,632 shares
    Change vs previous 13F -2,447 shares

    0.5% of the 13F portfolio, value $2,345,866.

    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 61,079 shares
    Change vs previous 13F -4,663 shares

    0.49% of the 13F portfolio, value $2,296,570.

    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 65,742 shares
    Change vs previous 13F -227 shares

    0.56% of the 13F portfolio, value $2,525,807.

    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 65,969 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $2,527,273.

    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).