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Disclosery

Millstone Evans Group, LLC: RJF position timeline

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

Millstone Evans Group, LLC held 19,055 RJF 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 19,055 shares
    Change vs previous 13F -284 shares

    1.57% of the 13F portfolio, value $2,896,984.

    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 19,339 shares
    Change vs previous 13F +344 shares

    1.68% of the 13F portfolio, value $2,800,159.

    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 18,995 shares
    Change vs previous 13F -496 shares

    1.79% of the 13F portfolio, value $3,050,352.

    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 19,491 shares
    Change vs previous 13F -134 shares

    2.14% of the 13F portfolio, value $3,364,125.

    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 19,625 shares
    Change vs previous 13F -38 shares

    2.05% of the 13F portfolio, value $3,009,899.

    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 19,663 shares
    Change vs previous 13F -198 shares

    1.85% of the 13F portfolio, value $2,731,408.

    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 19,861 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $3,085,067.

    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).