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MILESTONE ASSET MANAGEMENT, LLC: UAUG position timeline

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

MILESTONE ASSET MANAGEMENT, LLC held 22,948 UAUG 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 22,948 shares
    Change vs previous 13F -1,226 shares

    0.15% of the 13F portfolio, value $965,762.

    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 24,174 shares
    Change vs previous 13F -1,680 shares

    0.18% of the 13F portfolio, value $951,107.

    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 25,854 shares
    Change vs previous 13F -1,148 shares

    0.19% of the 13F portfolio, value $1,032,092.

    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 27,002 shares
    Change vs previous 13F -366 shares

    0.2% of the 13F portfolio, value $1,061,365.

    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 27,368 shares
    Change vs previous 13F -757 shares

    0.22% of the 13F portfolio, value $1,024,206.

    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 28,125 shares
    Change vs previous 13F -2,745 shares

    0.21% of the 13F portfolio, value $973,687.

    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 30,870 shares
    Change vs previous 13F -119 shares

    0.24% of the 13F portfolio, value $1,096,172.

    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 30,989 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,085,544.

    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).