13F Filings History of MILESTONE WEALTH, LLC

Latest 13F report
Q3 2022 - 16 Nov 2022
Value $
$89,477,000
Signature - Title
Amy Fogle - CEO
Location
Buffalo, NY
Summary
This page shows a list of all the recent 13F filings made by MILESTONE WEALTH, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. MILESTONE WEALTH, LLC reported 242 stock holdings with total value $89,477,000 as of Q3 2022. Top holdings included GSLC, GCOR, GSUS, GSIE, and GSSC.

Notify me when MILESTONE WEALTH, LLC files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2022 242 $89,477,000 +$2,423,367 -$2,171,070 +$252,297 GSLC, GCOR, GSUS, GSIE, GSSC Restatement 16 Nov 2022, 16:51
Q2 2022 227 $94,951,000 +$20,560,107 -$18,847,921 +$1,712,186 GSLC, GCOR, GSUS, GSIE, GSSC 13F-HR 12 Aug 2022, 17:28
Q1 2022 257 $114,910,000 $0 -$2,169,846 -$2,169,846 GSLC, GCOR, GIGB, MORGAN STANLEY INST GLOB, GSSC 13F-HR 17 May 2022, 09:31
Q4 2021 255 $124,763,000 $0 $0 $0 GSLC, GCOR, GIGB, MORGAN STANLEY INST GLOB, GSSC 13F-HR 16 Feb 2022, 16:24