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Disclosery

Millstone Evans Group, LLC: PBE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Millstone Evans Group, LLC on PBE, newest first. How the timeline and the estimate are built.

Millstone Evans Group, LLC held 1,782 PBE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,782 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $159,754.

    13F-HR 0002041943-26-000003 filed by Millstone Evans Group, 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 1,782 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $141,099.

    13F-HR 0002041943-26-000002 filed by Millstone Evans Group, 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 1,782 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $146,391.

    13F-HR 0002041943-26-000001 filed by Millstone Evans Group, 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 1,782 shares
    Change vs previous 13F +98 shares

    0.08% of the 13F portfolio, value $124,508.

    13F-HR 0002041943-25-000005 filed by Millstone Evans Group, 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 1,684 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $107,944.

    13F-HR 0002041943-25-000003 filed by Millstone Evans Group, 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 1,684 shares
    Change vs previous 13F +726 shares

    0.07% of the 13F portfolio, value $106,833.

    13F-HR 0002041943-25-000002 filed by Millstone Evans Group, 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 958 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $63,734.

    13F-HR 0002041943-25-000001 filed by Millstone Evans Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).