Skip to content
Disclosery

Milestone Investment Advisors LLC: FESM position timeline

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

Milestone Investment Advisors LLC held 169,703 FESM 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 169,703 shares
    Change vs previous 13F +9,911 shares

    1.77% of the 13F portfolio, value $8,194,970.

    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 159,792 shares
    Change vs previous 13F +8,383 shares

    1.47% of the 13F portfolio, value $6,072,103.

    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 151,409 shares
    Change vs previous 13F +886 shares

    1.38% of the 13F portfolio, value $5,720,216.

    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 150,523 shares
    Change vs previous 13F +13,860 shares

    1.37% of the 13F portfolio, value $5,503,105.

    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 136,663 shares
    Change vs previous 13F +9,003 shares

    1.14% of the 13F portfolio, value $4,371,841.

    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 127,660 shares
    Change vs previous 13F +104,549 shares

    1.04% of the 13F portfolio, value $3,763,404.

    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 23,111 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $747,641.

    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).