Skip to content
Disclosery

Milestone Investment Advisors LLC: CGMS position timeline

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

Milestone Investment Advisors LLC held 18,780 CGMS 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 18,780 shares
    Change vs previous 13F +711 shares

    0.11% of the 13F portfolio, value $513,262.

    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 18,069 shares
    Change vs previous 13F -832 shares

    0.12% of the 13F portfolio, value $492,026.

    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 18,901 shares
    Change vs previous 13F -3,721 shares

    0.13% of the 13F portfolio, value $522,053.

    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 22,622 shares
    Change vs previous 13F -354 shares

    0.16% of the 13F portfolio, value $627,762.

    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 22,976 shares
    Change vs previous 13F -2,877 shares

    0.17% of the 13F portfolio, value $634,584.

    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 25,853 shares
    Change vs previous 13F -1,430 shares

    0.2% of the 13F portfolio, value $705,777.

    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 27,283 shares
    Change vs previous 13F +3,580 shares

    0.2% of the 13F portfolio, value $744,279.

    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 23,703 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $659,888.

    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).