Skip to content
Disclosery

Milestone Investment Advisors LLC: SPLV position timeline

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

Milestone Investment Advisors LLC held 46,372 SPLV 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 46,372 shares
    Change vs previous 13F -30 shares

    0.75% of the 13F portfolio, value $3,473,263.

    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 46,402 shares
    Change vs previous 13F -216 shares

    0.82% of the 13F portfolio, value $3,393,843.

    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 46,618 shares
    Change vs previous 13F -9 shares

    0.81% of the 13F portfolio, value $3,329,458.

    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 46,627 shares
    Change vs previous 13F -139 shares

    0.85% of the 13F portfolio, value $3,426,152.

    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 46,766 shares
    Change vs previous 13F -12 shares

    0.89% of the 13F portfolio, value $3,405,501.

    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 46,778 shares
    Change vs previous 13F -306 shares

    0.97% of the 13F portfolio, value $3,495,253.

    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 47,084 shares
    Change vs previous 13F -1,121 shares

    0.9% of the 13F portfolio, value $3,295,880.

    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 48,205 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $3,457,745.

    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).