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Milestone Investment Advisors LLC: FBCG position timeline

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

Milestone Investment Advisors LLC held 54,110 FBCG 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 54,110 shares
    Change vs previous 13F +13,524 shares

    0.73% of the 13F portfolio, value $3,360,761.

    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 40,586 shares
    Change vs previous 13F +8,992 shares

    0.49% of the 13F portfolio, value $2,034,162.

    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 31,594 shares
    Change vs previous 13F +1,005 shares

    0.42% of the 13F portfolio, value $1,732,606.

    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 30,589 shares
    Change vs previous 13F +509 shares

    0.41% of the 13F portfolio, value $1,641,402.

    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 30,080 shares
    Change vs previous 13F +14,156 shares

    0.38% of the 13F portfolio, value $1,451,060.

    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 15,924 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $636,483.

    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).