MILESTONE WEALTH, LLC

13F Filings History

Latest 13F report: Q3 2022 - Nov 16, 2022
Value $: $89.5M
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 $89.5M as of Q3 2022. Top holdings included GSLC, GCOR, GSUS, GSIE, and GSSC.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2022	242	$89.5M	+$2.42M	-$2.17M	+$252K	GSLC, GCOR, GSUS, GSIE, GSSC	Restatement	11/16/2022, 04:51 PM
Q2 2022	227	$95M	+$20.6M	-$18.8M	+$1.71M	GSLC, GCOR, GSUS, GSIE, GSSC	13F-HR	8/12/2022, 05:28 PM
Q1 2022	257	$115M	$0	-$2.17M	-$2.17M	GSLC, GCOR, GIGB, GSSC, GSUS	13F-HR	5/17/2022, 09:31 AM
Q4 2021	255	$125M	$0	$0		GSLC, GCOR, GIGB, GSSC, GSUS	13F-HR	2/16/2022, 04:24 PM