MILESTONE ASSET MANAGEMENT, LLC quarter change: Foreign Funds, Reduced
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, MILESTONE ASSET MANAGEMENT, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1964722): 2026-03-31 (filed 2026-04-15) and 2026-06-30 (filed 2026-07-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Monaco Asset Management SAM | Monaco | $0.542B | 66 |
| Broderick Brian C | United States | $0.542B | 350 |
| Sunburst Financial Group, LLC | United States | $0.543B | 132 |
| Marotta Asset Management | United States | $0.543B | 103 |
| Great Point Wealth Advisors, LLC | United States | $0.542B | 62 |
| Westover Capital Advisors, LLC | United States | $0.543B | 235 |
| Iowa State Bank | United States | $0.543B | 124 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | United States | $0.544B | 97 |
| Caitong International Asset Management Co., Ltd | Hong Kong | $0.541B | 2,563 |
| FTV Management Company, L.P. | United States | $0.541B | 1 |