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Disclosery

Milestone Investment Advisors LLC: IJR position timeline

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

Milestone Investment Advisors LLC held 10,148 IJR 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 10,148 shares
    Change vs previous 13F -439 shares

    0.33% of the 13F portfolio, value $1,505,050.

    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 10,587 shares
    Change vs previous 13F -761 shares

    0.32% of the 13F portfolio, value $1,316,070.

    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 11,348 shares
    Change vs previous 13F -238 shares

    0.33% of the 13F portfolio, value $1,363,803.

    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 11,586 shares
    Change vs previous 13F -85 shares

    0.34% of the 13F portfolio, value $1,376,765.

    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 11,671 shares
    Change vs previous 13F -3,817 shares

    0.33% of the 13F portfolio, value $1,275,524.

    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 15,488 shares
    Change vs previous 13F -3,242 shares

    0.45% of the 13F portfolio, value $1,619,581.

    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 18,730 shares
    Change vs previous 13F -105 shares

    0.59% of the 13F portfolio, value $2,158,071.

    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 18,835 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,202,942.

    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).