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MILESTONE ASSET MANAGEMENT, LLC: SGOV position timeline

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

MILESTONE ASSET MANAGEMENT, LLC held 291,854 SGOV 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 291,854 shares
    Change vs previous 13F -78,185 shares

    4.62% of the 13F portfolio, value $29,381,074.

    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 370,039 shares
    Change vs previous 13F +202,666 shares

    6.87% of the 13F portfolio, value $37,248,130.

    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 167,373 shares
    Change vs previous 13F not available

    3.17% of the 13F portfolio, value $16,800,918.

    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).