Skip to content
Disclosery

MILESTONE ASSET MANAGEMENT, LLC: PHYL position timeline

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

MILESTONE ASSET MANAGEMENT, LLC held 10,831 PHYL 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 10,831 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $377,785.

    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 10,831 shares
    Change vs previous 13F -571 shares

    0.07% of the 13F portfolio, value $375,078.

    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 11,402 shares
    Change vs previous 13F -360 shares

    0.08% of the 13F portfolio, value $404,543.

    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 11,762 shares
    Change vs previous 13F -2,273 shares

    0.08% of the 13F portfolio, value $420,492.

    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 14,035 shares
    Change vs previous 13F +1,579 shares

    0.11% of the 13F portfolio, value $498,102.

    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 12,456 shares
    Change vs previous 13F +280 shares

    0.09% of the 13F portfolio, value $433,718.

    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 12,176 shares
    Change vs previous 13F -492 shares

    0.09% of the 13F portfolio, value $422,994.

    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 12,668 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $453,549.

    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).