Milestone Investment Advisors LLC: BIV position timeline

Milestone Investment Advisors LLC held 80,327 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 80,327 shares

   Change vs previous 13F -2,259 shares

   1.33% of the 13F portfolio, value $6,161,081.

   13F-HR 0001967018-26-000003 filed by Milestone Investment Advisors LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 82,586 shares

   Change vs previous 13F +2,040 shares

   1.54% of the 13F portfolio, value $6,373,988.

   13F-HR 0001967018-26-000002 filed by Milestone Investment Advisors LLC
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 80,546 shares

   Change vs previous 13F +3,575 shares

   1.52% of the 13F portfolio, value $6,272,923.

   13F-HR 0001967018-26-000001 filed by Milestone Investment Advisors LLC
   Filed 2026-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 76,971 shares

   Change vs previous 13F +1,094 shares

   1.49% of the 13F portfolio, value $6,010,666.

   13F-HR 0001967018-25-000005 filed by Milestone Investment Advisors LLC
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 75,877 shares

   Change vs previous 13F +4,854 shares

   1.53% of the 13F portfolio, value $5,868,328.

   13F-HR 0001967018-25-000003 filed by Milestone Investment Advisors LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 71,023 shares

   Change vs previous 13F +612 shares

   1.51% of the 13F portfolio, value $5,438,232.

   13F-HR 0001967018-25-000002 filed by Milestone Investment Advisors LLC
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 70,411 shares

   Change vs previous 13F +15,518 shares

   1.43% of the 13F portfolio, value $5,261,815.

   13F-HR 0001967018-25-000001 filed by Milestone Investment Advisors LLC
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 54,893 shares

   Change vs previous 13F not available

   1.2% of the 13F portfolio, value $4,301,965.

   13F-HR 0001967018-24-000003 filed by Milestone Investment Advisors LLC
   Filed 2024-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).