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MILESTONE ASSET MANAGEMENT, LLC: TSLA position timeline

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

MILESTONE ASSET MANAGEMENT, LLC held 7,950 TSLA 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 7,950 shares
    Change vs previous 13F +468 shares

    0.53% of the 13F portfolio, value $3,343,770.

    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 7,482 shares
    Change vs previous 13F -657 shares

    0.51% of the 13F portfolio, value $2,781,433.

    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 8,139 shares
    Change vs previous 13F +1,172 shares

    0.69% of the 13F portfolio, value $3,660,271.

    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 6,967 shares
    Change vs previous 13F -2,211 shares

    0.59% of the 13F portfolio, value $3,098,364.

    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 9,178 shares
    Change vs previous 13F -767 shares

    0.62% of the 13F portfolio, value $2,915,484.

    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 9,945 shares
    Change vs previous 13F +3,409 shares

    0.55% of the 13F portfolio, value $2,577,346.

    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 6,536 shares
    Change vs previous 13F -515 shares

    0.58% of the 13F portfolio, value $2,639,498.

    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 7,051 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,844,753.

    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).