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Disclosery

Milestone Investment Advisors LLC: RSP position timeline

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

Milestone Investment Advisors LLC held 27,382 RSP 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 27,382 shares
    Change vs previous 13F -55 shares

    1.26% of the 13F portfolio, value $5,826,069.

    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 27,437 shares
    Change vs previous 13F +313 shares

    1.27% of the 13F portfolio, value $5,265,710.

    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 27,124 shares
    Change vs previous 13F -195 shares

    1.26% of the 13F portfolio, value $5,195,874.

    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 27,319 shares
    Change vs previous 13F -234 shares

    1.29% of the 13F portfolio, value $5,182,415.

    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 27,553 shares
    Change vs previous 13F -1,310 shares

    1.31% of the 13F portfolio, value $5,007,483.

    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 28,863 shares
    Change vs previous 13F -251 shares

    1.39% of the 13F portfolio, value $4,999,938.

    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 29,114 shares
    Change vs previous 13F -555 shares

    1.39% of the 13F portfolio, value $5,101,647.

    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 29,669 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $5,315,499.

    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).