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Milestone Investment Advisors LLC: IZRL position timeline

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

Milestone Investment Advisors LLC held 186 IZRL 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 186 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $5,651.

    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 186 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $5,008.

    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 186 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $5,560.

    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 186 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $5,417.

    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).