MILESTONE ASSET MANAGEMENT, LLC
All 13F Filings
- Location
- Pittsburgh, PA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 631,269
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/15/2026 | 238 | 631,269 | 13F-HR | MILESTONE ASSET MANAGEMENT, LLC |
| Q2 2026 | 7/15/2026 | 262 | 636,038 | 13F-HR | MILESTONE ASSET MANAGEMENT, LLC |
| Q1 2026 | 4/15/2026 | 235 | 542,530 | 13F-HR | MILESTONE ASSET MANAGEMENT, LLC |
| Q4 2025 | 1/28/2026 | 212 | 530,134 | 13F-HR | MILESTONE ASSET MANAGEMENT, LLC |
| Q3 2025 | 10/15/2025 | 225 | 528,597 | 13F-HR | MILESTONE ASSET MANAGEMENT, LLC |
| Q2 2025 | 8/5/2025 | 201 | 473,253 | 13F-HR | MILESTONE ASSET MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 308.4 K | 49.0% | 30.06 K | 0 | 30.06 K |
| ETFs | 319.6 K | 50.8% | 0 | 34.33 K | -34.33 K |
| Debt | 1.349 K | 0.2% | 24 | 0 | 24 |
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Fund Snapshot
Q3 2026
Latest filed
10/15/2026
Total value ($000)
631,269
Holdings
238
QoQ value change ($000)
-4,769
(-0.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.