Skip to content
Disclosery

Milestone Investment Advisors LLC: SCHF position timeline

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

Milestone Investment Advisors LLC held 262,788 SCHF 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 262,788 shares
    Change vs previous 13F +6,677 shares

    1.57% of the 13F portfolio, value $7,279,222.

    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 256,111 shares
    Change vs previous 13F +18,948 shares

    1.53% of the 13F portfolio, value $6,338,742.

    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 237,163 shares
    Change vs previous 13F +7,042 shares

    1.38% of the 13F portfolio, value $5,701,394.

    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 230,121 shares
    Change vs previous 13F +72,310 shares

    1.33% of the 13F portfolio, value $5,357,212.

    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 157,811 shares
    Change vs previous 13F -7,289 shares

    0.91% of the 13F portfolio, value $3,487,619.

    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 165,100 shares
    Change vs previous 13F -10,072 shares

    0.91% of the 13F portfolio, value $3,265,674.

    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 175,172 shares
    Change vs previous 13F +82,040 shares

    0.88% of the 13F portfolio, value $3,240,679.

    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 93,132 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $3,829,586.

    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).