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MILESTONE ASSET MANAGEMENT, LLC: SFLR position timeline

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

MILESTONE ASSET MANAGEMENT, LLC held 58,608 SFLR 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 58,608 shares
    Change vs previous 13F -1,026 shares

    0.36% of the 13F portfolio, value $2,261,133.

    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 59,634 shares
    Change vs previous 13F -303 shares

    0.39% of the 13F portfolio, value $2,111,665.

    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 59,937 shares
    Change vs previous 13F -5,019 shares

    0.42% of the 13F portfolio, value $2,209,282.

    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 64,956 shares
    Change vs previous 13F -2,351 shares

    0.44% of the 13F portfolio, value $2,340,372.

    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 67,307 shares
    Change vs previous 13F -1,059 shares

    0.48% of the 13F portfolio, value $2,259,521.

    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 68,366 shares
    Change vs previous 13F +321 shares

    0.46% of the 13F portfolio, value $2,146,017.

    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 68,045 shares
    Change vs previous 13F +1,489 shares

    0.49% of the 13F portfolio, value $2,221,699.

    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 66,556 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,117,151.

    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).