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Milestone Investment Advisors LLC: CGDV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Milestone Investment Advisors LLC on CGDV, newest first. How the timeline and the estimate are built.

Milestone Investment Advisors LLC held 135,701 CGDV 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 135,701 shares
    Change vs previous 13F +5,195 shares

    1.45% of the 13F portfolio, value $6,687,344.

    13F-HR 0001967018-26-000003 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 130,506 shares
    Change vs previous 13F +13,819 shares

    1.34% of the 13F portfolio, value $5,551,712.

    13F-HR 0001967018-26-000002 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 116,687 shares
    Change vs previous 13F +31,406 shares

    1.23% of the 13F portfolio, value $5,092,207.

    13F-HR 0001967018-26-000001 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 85,281 shares
    Change vs previous 13F -237 shares

    0.89% of the 13F portfolio, value $3,584,355.

    13F-HR 0001967018-25-000005 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 85,518 shares
    Change vs previous 13F -7,490 shares

    0.88% of the 13F portfolio, value $3,377,102.

    13F-HR 0001967018-25-000003 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 93,008 shares
    Change vs previous 13F +24,226 shares

    0.92% of the 13F portfolio, value $3,314,806.

    13F-HR 0001967018-25-000002 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 68,782 shares
    Change vs previous 13F +4,693 shares

    0.66% of the 13F portfolio, value $2,425,254.

    13F-HR 0001967018-25-000001 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 64,089 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,335,404.

    13F-HR 0001967018-24-000003 filed by Milestone Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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