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Milestone Investment Advisors LLC: FNDB position timeline

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

Milestone Investment Advisors LLC held 30,303 FNDB 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 30,303 shares
    Change vs previous 13F -224 shares

    0.2% of the 13F portfolio, value $923,030.

    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 30,527 shares
    Change vs previous 13F -2,217 shares

    0.2% of the 13F portfolio, value $830,328.

    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 32,744 shares
    Change vs previous 13F -2,119 shares

    0.21% of the 13F portfolio, value $870,006.

    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 34,863 shares
    Change vs previous 13F -2,523 shares

    0.22% of the 13F portfolio, value $897,371.

    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 37,386 shares
    Change vs previous 13F -1,313 shares

    0.23% of the 13F portfolio, value $896,516.

    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 38,699 shares
    Change vs previous 13F -13,135 shares

    0.25% of the 13F portfolio, value $890,464.

    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 51,834 shares
    Change vs previous 13F +33,912 shares

    0.33% of the 13F portfolio, value $1,205,659.

    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 17,922 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,261,172.

    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).