Skip to content
Disclosery

Milestone Investment Advisors LLC: IVV position timeline

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

Milestone Investment Advisors LLC held 16,755 IVV 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 16,755 shares
    Change vs previous 13F +40 shares

    2.71% of the 13F portfolio, value $12,547,652.

    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 16,715 shares
    Change vs previous 13F +630 shares

    2.64% of the 13F portfolio, value $10,918,406.

    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 16,085 shares
    Change vs previous 13F +1,342 shares

    2.67% of the 13F portfolio, value $11,017,260.

    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 14,743 shares
    Change vs previous 13F +164 shares

    2.45% of the 13F portfolio, value $9,867,490.

    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 14,579 shares
    Change vs previous 13F -5,132 shares

    2.36% of the 13F portfolio, value $9,052,102.

    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 19,711 shares
    Change vs previous 13F +252 shares

    3.07% of the 13F portfolio, value $11,075,611.

    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 19,459 shares
    Change vs previous 13F +875 shares

    3.11% of the 13F portfolio, value $11,455,125.

    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 18,584 shares
    Change vs previous 13F not available

    3% of the 13F portfolio, value $10,719,623.

    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).