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MILESTONE ASSET MANAGEMENT, LLC: PLTR position timeline

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

MILESTONE ASSET MANAGEMENT, LLC held 22,465 PLTR 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 22,465 shares
    Change vs previous 13F +4,778 shares

    0.41% of the 13F portfolio, value $2,620,999.

    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 17,687 shares
    Change vs previous 13F -42,864 shares

    0.48% of the 13F portfolio, value $2,587,255.

    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 60,551 shares
    Change vs previous 13F +42,173 shares

    2.03% of the 13F portfolio, value $10,762,941.

    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 18,378 shares
    Change vs previous 13F -5,890 shares

    0.63% of the 13F portfolio, value $3,352,514.

    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 24,268 shares
    Change vs previous 13F -6,551 shares

    0.7% of the 13F portfolio, value $3,308,214.

    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 30,819 shares
    Change vs previous 13F -2,222 shares

    0.55% of the 13F portfolio, value $2,601,124.

    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 33,041 shares
    Change vs previous 13F -24,616 shares

    0.55% of the 13F portfolio, value $2,498,891.

    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 57,657 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,144,840.

    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).