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Milestone Investment Advisors LLC: JSCP position timeline

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

Milestone Investment Advisors LLC held 92,768 JSCP 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 92,768 shares
    Change vs previous 13F +2,325 shares

    0.95% of the 13F portfolio, value $4,373,535.

    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 90,443 shares
    Change vs previous 13F -5,273 shares

    1.03% of the 13F portfolio, value $4,277,963.

    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 95,716 shares
    Change vs previous 13F +271 shares

    1.1% of the 13F portfolio, value $4,551,973.

    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 95,445 shares
    Change vs previous 13F +4,010 shares

    1.13% of the 13F portfolio, value $4,544,139.

    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 91,435 shares
    Change vs previous 13F -1,246 shares

    1.13% of the 13F portfolio, value $4,337,660.

    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 92,681 shares
    Change vs previous 13F -7,200 shares

    1.21% of the 13F portfolio, value $4,375,468.

    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 99,881 shares
    Change vs previous 13F +7,650 shares

    1.27% of the 13F portfolio, value $4,657,461.

    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 92,231 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $4,382,810.

    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).