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MILESTONE ASSET MANAGEMENT, LLC: RCS position timeline

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

MILESTONE ASSET MANAGEMENT, LLC held 191,816 RCS 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 191,816 shares
    Change vs previous 13F +44,625 shares

    0.16% of the 13F portfolio, value $1,045,400.

    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 147,191 shares
    Change vs previous 13F -25,326 shares

    0.15% of the 13F portfolio, value $788,946.

    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 172,517 shares
    Change vs previous 13F +47,767 shares

    0.18% of the 13F portfolio, value $960,920.

    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 124,750 shares
    Change vs previous 13F -34,173 shares

    0.18% of the 13F portfolio, value $946,859.

    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 158,923 shares
    Change vs previous 13F -6,660 shares

    0.23% of the 13F portfolio, value $1,106,107.

    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 165,583 shares
    Change vs previous 13F +31,724 shares

    0.22% of the 13F portfolio, value $1,034,897.

    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 133,859 shares
    Change vs previous 13F -126,539 shares

    0.23% of the 13F portfolio, value $1,020,008.

    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 260,398 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $2,002,467.

    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).