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Milestone Investment Advisors LLC: SPGP position timeline

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

Milestone Investment Advisors LLC held 19,857 SPGP 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 19,857 shares
    Change vs previous 13F -1,160 shares

    0.52% of the 13F portfolio, value $2,428,313.

    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 21,017 shares
    Change vs previous 13F -2,372 shares

    0.55% of the 13F portfolio, value $2,261,850.

    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 23,389 shares
    Change vs previous 13F -2,137 shares

    0.64% of the 13F portfolio, value $2,663,072.

    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 25,526 shares
    Change vs previous 13F -1,690 shares

    0.72% of the 13F portfolio, value $2,900,265.

    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 27,216 shares
    Change vs previous 13F -1,486 shares

    0.76% of the 13F portfolio, value $2,931,164.

    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 28,702 shares
    Change vs previous 13F -2,494 shares

    0.8% of the 13F portfolio, value $2,866,756.

    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 31,196 shares
    Change vs previous 13F -3,715 shares

    0.89% of the 13F portfolio, value $3,271,837.

    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 34,911 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $3,654,135.

    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).