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Milestone Investment Advisors LLC: IQLT position timeline

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

Milestone Investment Advisors LLC held 74,692 IQLT 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 74,692 shares
    Change vs previous 13F -1,333 shares

    0.8% of the 13F portfolio, value $3,700,989.

    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 76,025 shares
    Change vs previous 13F -4,938 shares

    0.85% of the 13F portfolio, value $3,514,636.

    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 80,963 shares
    Change vs previous 13F +1,235 shares

    0.89% of the 13F portfolio, value $3,679,790.

    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 79,728 shares
    Change vs previous 13F -9,125 shares

    0.88% of the 13F portfolio, value $3,523,167.

    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 88,853 shares
    Change vs previous 13F +527 shares

    1% of the 13F portfolio, value $3,840,248.

    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 88,326 shares
    Change vs previous 13F -34,558 shares

    0.97% of the 13F portfolio, value $3,505,656.

    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 122,884 shares
    Change vs previous 13F -9,476 shares

    1.24% of the 13F portfolio, value $4,561,458.

    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 132,360 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $5,491,628.

    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).