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Milestone Investment Advisors LLC: SMMU position timeline

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

Milestone Investment Advisors LLC held 66,000 SMMU 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 66,000 shares
    Change vs previous 13F +166 shares

    0.72% of the 13F portfolio, value $3,333,001.

    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 65,834 shares
    Change vs previous 13F +22,038 shares

    0.8% of the 13F portfolio, value $3,321,326.

    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 43,796 shares
    Change vs previous 13F +5,150 shares

    0.53% of the 13F portfolio, value $2,208,633.

    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 38,646 shares
    Change vs previous 13F +6,169 shares

    0.49% of the 13F portfolio, value $1,954,329.

    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 32,477 shares
    Change vs previous 13F +8,517 shares

    0.43% of the 13F portfolio, value $1,629,372.

    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 23,960 shares
    Change vs previous 13F +9,308 shares

    0.33% of the 13F portfolio, value $1,198,469.

    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 14,652 shares
    Change vs previous 13F +3,575 shares

    0.2% of the 13F portfolio, value $730,256.

    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 11,077 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $559,387.

    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).