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Milestone Investment Advisors LLC: FDVV position timeline

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

Milestone Investment Advisors LLC held 324,499 FDVV 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 324,499 shares
    Change vs previous 13F -1,553 shares

    4.23% of the 13F portfolio, value $19,564,074.

    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 326,052 shares
    Change vs previous 13F +6,260 shares

    4.35% of the 13F portfolio, value $18,011,090.

    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 319,792 shares
    Change vs previous 13F -3,733 shares

    4.39% of the 13F portfolio, value $18,128,991.

    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 323,525 shares
    Change vs previous 13F +4,440 shares

    4.48% of the 13F portfolio, value $18,023,563.

    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 319,085 shares
    Change vs previous 13F +9,163 shares

    4.33% of the 13F portfolio, value $16,598,781.

    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 309,922 shares
    Change vs previous 13F +17,497 shares

    4.27% of the 13F portfolio, value $15,372,137.

    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 292,425 shares
    Change vs previous 13F +37,423 shares

    3.97% of the 13F portfolio, value $14,603,696.

    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 255,002 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $12,915,843.

    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).