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Milestone Investment Advisors LLC: IGM position timeline

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

Milestone Investment Advisors LLC held 35,000 IGM 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 35,000 shares
    Change vs previous 13F -1,273 shares

    1.24% of the 13F portfolio, value $5,725,282.

    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 36,273 shares
    Change vs previous 13F +155 shares

    1.04% of the 13F portfolio, value $4,298,762.

    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 36,118 shares
    Change vs previous 13F +14 shares

    1.13% of the 13F portfolio, value $4,664,953.

    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 36,104 shares
    Change vs previous 13F +191 shares

    1.13% of the 13F portfolio, value $4,547,344.

    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 35,913 shares
    Change vs previous 13F +2,863 shares

    1.05% of the 13F portfolio, value $4,034,494.

    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 33,050 shares
    Change vs previous 13F -3,352 shares

    0.83% of the 13F portfolio, value $2,996,626.

    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 36,402 shares
    Change vs previous 13F +2,974 shares

    1.01% of the 13F portfolio, value $3,716,316.

    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 33,428 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $3,207,098.

    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).