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MILESTONE ASSET MANAGEMENT, LLC: PULS position timeline

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

MILESTONE ASSET MANAGEMENT, LLC held 6,745 PULS 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 6,745 shares
    Change vs previous 13F -406,111 shares

    0.05% of the 13F portfolio, value $334,234.

    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 412,856 shares
    Change vs previous 13F -32,057 shares

    3.77% of the 13F portfolio, value $20,436,402.

    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 444,913 shares
    Change vs previous 13F -72,804 shares

    4.16% of the 13F portfolio, value $22,063,250.

    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 517,717 shares
    Change vs previous 13F -340,804 shares

    4.89% of the 13F portfolio, value $25,797,887.

    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 858,521 shares
    Change vs previous 13F +622,310 shares

    9.03% of the 13F portfolio, value $42,720,012.

    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 236,211 shares
    Change vs previous 13F +213,896 shares

    2.51% of the 13F portfolio, value $11,746,801.

    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 22,315 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,105,708.

    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).