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Milestone Investment Advisors LLC: FNDX position timeline

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

Milestone Investment Advisors LLC held 352,730 FNDX 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 352,730 shares
    Change vs previous 13F +5,805 shares

    2.37% of the 13F portfolio, value $10,969,899.

    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 346,925 shares
    Change vs previous 13F +13,710 shares

    2.33% of the 13F portfolio, value $9,661,873.

    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 333,215 shares
    Change vs previous 13F -894 shares

    2.19% of the 13F portfolio, value $9,066,783.

    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 334,109 shares
    Change vs previous 13F +2,088 shares

    2.18% of the 13F portfolio, value $8,787,062.

    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 332,021 shares
    Change vs previous 13F +2,605 shares

    2.13% of the 13F portfolio, value $8,147,804.

    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 329,416 shares
    Change vs previous 13F -16,533 shares

    2.16% of the 13F portfolio, value $7,777,523.

    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 345,949 shares
    Change vs previous 13F +241,137 shares

    2.23% of the 13F portfolio, value $8,192,068.

    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 104,812 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $7,521,277.

    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).