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Milestone Investment Advisors LLC: LGLV position timeline

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

Milestone Investment Advisors LLC held 6,701 LGLV 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 6,701 shares
    Change vs previous 13F -1,217 shares

    0.26% of the 13F portfolio, value $1,215,964.

    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 7,918 shares
    Change vs previous 13F -280 shares

    0.34% of the 13F portfolio, value $1,410,196.

    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 8,198 shares
    Change vs previous 13F -374 shares

    0.35% of the 13F portfolio, value $1,439,323.

    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 8,572 shares
    Change vs previous 13F -395 shares

    0.38% of the 13F portfolio, value $1,527,188.

    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 8,967 shares
    Change vs previous 13F -431 shares

    0.41% of the 13F portfolio, value $1,565,728.

    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 9,398 shares
    Change vs previous 13F -880 shares

    0.45% of the 13F portfolio, value $1,635,628.

    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 10,278 shares
    Change vs previous 13F +4,826 shares

    0.46% of the 13F portfolio, value $1,698,029.

    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 5,452 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $922,642.

    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).