Skip to content
Disclosery

Millstone Evans Group, LLC: UBSI position timeline

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

Millstone Evans Group, LLC held 13,328 UBSI 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 13,328 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $610,822.

    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 13,328 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $552,046.

    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 13,328 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $511,795.

    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 13,328 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $495,935.

    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 13,328 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $485,539.

    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 13,328 shares
    Change vs previous 13F -6,374 shares

    0.31% of the 13F portfolio, value $462,082.

    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 19,702 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $739,810.

    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).