Skip to content
Disclosery

Milestone Investment Advisors LLC: SUSB position timeline

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

Milestone Investment Advisors LLC held 414,403 SUSB 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 414,403 shares
    Change vs previous 13F -7,977 shares

    2.24% of the 13F portfolio, value $10,355,926.

    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 422,380 shares
    Change vs previous 13F +5,348 shares

    2.56% of the 13F portfolio, value $10,586,963.

    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 417,032 shares
    Change vs previous 13F +34,334 shares

    2.55% of the 13F portfolio, value $10,525,881.

    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 382,698 shares
    Change vs previous 13F +25,800 shares

    2.41% of the 13F portfolio, value $9,686,081.

    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 356,898 shares
    Change vs previous 13F +28,358 shares

    2.34% of the 13F portfolio, value $8,983,134.

    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 328,540 shares
    Change vs previous 13F +14,634 shares

    2.28% of the 13F portfolio, value $8,210,217.

    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 313,906 shares
    Change vs previous 13F +6,951 shares

    2.11% of the 13F portfolio, value $7,753,478.

    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 306,955 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $7,722,990.

    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).