MILESTONE ASSET MANAGEMENT, LLC: SPYV position timeline

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

MILESTONE ASSET MANAGEMENT, LLC held 110,087 SPYV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

period ended2026-06-30
13F 110,087 shares
Change vs previous 13F +14,454 shares
1.05% of the 13F portfolio, value $6,692,224.
13F-HR 0001964722-26-000003 filed by MILESTONE ASSET MANAGEMENT, LLC
Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 95,633 shares
Change vs previous 13F not available
1% of the 13F portfolio, value $5,410,921.
13F-HR 0001964722-26-000002 filed by MILESTONE ASSET MANAGEMENT, LLC
Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).