Milestone Investment Advisors LLC: EUSB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Milestone Investment Advisors LLC on EUSB, newest first. How the timeline and the estimate are built.
Milestone Investment Advisors LLC held 13,060 EUSB shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 13,060 sharesChange vs previous 13F -62 shares
0.12% of the 13F portfolio, value $567,457.
13F-HR 0001967018-26-000003 filed by Milestone Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,122 sharesChange vs previous 13F -148 shares
0.14% of the 13F portfolio, value $570,807.
13F-HR 0001967018-26-000002 filed by Milestone Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,270 sharesChange vs previous 13F +2,980 shares
0.14% of the 13F portfolio, value $582,686.
13F-HR 0001967018-26-000001 filed by Milestone Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 10,290 sharesChange vs previous 13F +827 shares
0.11% of the 13F portfolio, value $451,937.
13F-HR 0001967018-25-000005 filed by Milestone Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 9,463 sharesChange vs previous 13F -12 shares
0.11% of the 13F portfolio, value $412,114.
13F-HR 0001967018-25-000003 filed by Milestone Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,475 sharesChange vs previous 13F +996 shares
0.11% of the 13F portfolio, value $410,457.
13F-HR 0001967018-25-000002 filed by Milestone Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,479 sharesChange vs previous 13F +5,360 shares
0.1% of the 13F portfolio, value $360,188.
13F-HR 0001967018-25-000001 filed by Milestone Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,119 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $138,172.
13F-HR 0001967018-24-000003 filed by Milestone Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).