Milestone Asset Management Group, LLCETFConcentrated long-term

CIK: 0002063452 | AVON, CT

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	136	$216.5M	2026-10-20	SEC ↗
Q2 2026	13F-HR	133	$198.6M	2026-07-30	SEC ↗
Q1 2026	13F-HR	126	$171.0M	2026-05-15	SEC ↗
Q4 2025	13F-HR	129	$177.1M	2026-02-03	SEC ↗
Q3 2025	13F-HR	114	$158.9M	2025-10-22	SEC ↗
Q2 2025	13F-HR	102	$135.1M	2025-08-01	SEC ↗
Q1 2025	13F-HR	95	$110.6M	2025-05-06	SEC ↗
Q4 2024	13F-HR	95	$111.9M	2025-03-27	SEC ↗