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Milestone Investment Advisors LLC: OMFL position timeline

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

Milestone Investment Advisors LLC held 26,645 OMFL 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 26,645 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $1,826,249.

    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 26,645 shares
    Change vs previous 13F -1,047 shares

    0.39% of the 13F portfolio, value $1,601,898.

    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 27,692 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,692,812.

    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 27,692 shares
    Change vs previous 13F -2,638 shares

    0.41% of the 13F portfolio, value $1,668,720.

    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 30,330 shares
    Change vs previous 13F -10,701 shares

    0.46% of the 13F portfolio, value $1,752,468.

    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 41,031 shares
    Change vs previous 13F -4,090 shares

    0.61% of the 13F portfolio, value $2,187,363.

    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 45,121 shares
    Change vs previous 13F -33,042 shares

    0.66% of the 13F portfolio, value $2,446,912.

    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 78,163 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $4,141,835.

    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).