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Milestone Investment Advisors LLC: SPYX position timeline

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

Milestone Investment Advisors LLC held 61,352 SPYX 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 61,352 shares
    Change vs previous 13F -117 shares

    0.81% of the 13F portfolio, value $3,748,608.

    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 61,469 shares
    Change vs previous 13F +655 shares

    0.79% of the 13F portfolio, value $3,259,702.

    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 60,814 shares
    Change vs previous 13F -3,159 shares

    0.83% of the 13F portfolio, value $3,417,139.

    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 63,973 shares
    Change vs previous 13F -75 shares

    0.87% of the 13F portfolio, value $3,508,920.

    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 64,048 shares
    Change vs previous 13F -4,317 shares

    0.85% of the 13F portfolio, value $3,261,965.

    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 68,365 shares
    Change vs previous 13F -1,678 shares

    0.87% of the 13F portfolio, value $3,127,699.

    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 70,043 shares
    Change vs previous 13F -452 shares

    0.92% of the 13F portfolio, value $3,372,571.

    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 70,495 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $3,330,889.

    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).