Millstone Evans Group, LLC BLMN BLOOMIN BRANDS INCORPORATED

Ownership history in Millstone Evans Group, LLC  ·  6 quarters on record

AI Ownership Summary

Millstone Evans Group, LLC reported BLOOMIN BRANDS INCORPORATED (BLMN) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows BLMN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BLMN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Millstone Evans Group, LLC's position in BLOOMIN BRANDS INCORPORATED, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BLMN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Millstone Evans Group, LLC held BLMN — position size vs. price
% of Fund (quarterly)    BLMN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 495 0% 0.00% $3K 2026-04-30 $6.10
2025 Q4 UNCHANGED 495 0% 0.00% $3K 2026-02-02 $5.97
2025 Q3 REDUCED 53.8% -12.1% 495 -576 -53.8% 0.00% $4K 2025-10-30 $6.93
2025 Q2 UNCHANGED 1,071 0% 0.01% $9K 2025-08-13 $6.99
2025 Q1 UNCHANGED 1,071 0% 0.01% $8K 2025-05-05 $7.70
2024 Q4 INITIATED 1,071 0.01% $13K 2025-02-11 $11.38

FAQ About Millstone Evans Group, LLC and BLMN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Millstone Evans Group, LLC reported owning BLMN?

Millstone Evans Group, LLC reported BLMN across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BLMN position in Millstone Evans Group, LLC's portfolio?

The largest reported portfolio weight for BLMN was 0.01% in 2024 Q4.

What is the latest reported BLMN position on this page?

The most recent filing on this page is 2026 Q1, when Millstone Evans Group, LLC reported 495 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this BLMN ownership page compare?

The chart compares Millstone Evans Group, LLC's quarterly BLMN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Millstone Evans Group, LLC Holdings