Milestone Group - Portfolio Holdings by Quarter

Historical 13F-HR SEC quarterly filings for Milestone Group going back to April 20, 2011

• BOK Financial Private Wealth 2024 Q2 - filed Aug. 14, 2024 - new!
• BOK Financial Private Wealth 2024 Q1 - filed May 1, 2024
• BOK Financial Private Wealth 2023 Q4 - filed Jan. 30, 2024
• BOK Financial Private Wealth 2023 Q3 - filed Oct. 13, 2023
• BOK Financial Private Wealth 2023 Q2 - filed Aug. 8, 2023
• BOK Financial Private Wealth 2023 Q1 - filed April 24, 2023
• BOK Financial Private Wealth 2022 Q4 - filed Feb. 2, 2023
• BOK Financial Private Wealth 2022 Q3 restated - filed Nov. 7, 2022
• BOK Financial Private Wealth 2022 Q3 - filed Nov. 4, 2022
• BOK Financial Private Wealth 2022 Q2 - filed Aug. 15, 2022
• BOK Financial Private Wealth 2022 Q1 - filed May 9, 2022
• BOK Financial Private Wealth 2021 Q4 - filed Feb. 15, 2022
• BOK Financial Private Wealth 2021 Q3 restated - filed Nov. 15, 2021
• BOK Financial Private Wealth 2021 Q3 - filed Nov. 9, 2021
• BOK Financial Private Wealth 2021 Q2 - filed Aug. 3, 2021
• BOK Financial Private Wealth 2021 Q1 - filed May 12, 2021
• BOK Financial Private Wealth 2020 Q4 - filed Feb. 1, 2021
• BOK Financial Private Wealth 2020 Q3 - filed Nov. 6, 2020
• BOK Financial Private Wealth 2020 Q2 - filed Aug. 13, 2020
• BOK Financial Private Wealth 2020 Q1 - filed May 7, 2020
• BOK Financial Private Wealth 2019 Q4 - filed Feb. 5, 2020
• BOK Financial Private Wealth 2019 Q3 - filed Nov. 8, 2019
• Milestone Group 2019 Q2 - filed Aug. 1, 2019
• Milestone Group 2019 Q1 - filed April 30, 2019
• Milestone Group 2018 Q4 - filed Feb. 13, 2019
• Milestone Group 2018 Q3 - filed Oct. 23, 2018
• Milestone Group 2018 Q2 - filed Aug. 8, 2018
• Milestone Group 2018 Q1 - filed May 9, 2018
• Milestone Group 2017 Q4 - filed Feb. 5, 2018
• Milestone Group 2017 Q3 - filed Nov. 6, 2017
• Milestone 2017 Q2 - filed July 27, 2017
• Milestone 2017 Q1 - filed May 9, 2017
• Milestone 2016 Q4 - filed Feb. 8, 2017
• Milestone 2016 Q3 - filed Nov. 7, 2016
• Milestone 2016 Q2 - filed Aug. 10, 2016
• Milestone 2016 Q1 - filed May 12, 2016
• Milestone 2015 Q4 - filed Feb. 8, 2016
• Milestone 2015 Q3 - filed Oct. 22, 2015
• Milestone 2015 Q2 - filed July 16, 2015
• Milestone 2015 Q1 - filed April 30, 2015
• Milestone 2014 Q4 - filed Feb. 3, 2015
• Milestone 2014 Q3 - filed Nov. 5, 2014
• Milestone 2014 Q2 - filed Aug. 1, 2014
• Milestone Group 2014 Q1 - filed May 5, 2014
• Milestone 2013 Q4 - filed Jan. 28, 2014
• Milestone 2013 Q3 - filed Nov. 8, 2013
• Milestone 2013 Q2 - filed Aug. 13, 2013
• Milestone 2013 Q1 - filed May 7, 2013
• Milestone 2012 Q4 - filed Jan. 25, 2013
• Milestone 2012 Q3 - filed Oct. 24, 2012
• Milestone 2012 Q2 - filed Aug. 6, 2012
• Milestone 2012 Q1 - filed May 10, 2012
• Milestone 2011 Q4 - filed Feb. 8, 2012
• Milestone 2011 Q2 - filed Aug. 1, 2011
• Milestone 2011 Q1 - filed April 20, 2011