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Milestone Investment Advisors LLC: USFR position timeline

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

Milestone Investment Advisors LLC held 208,786 USFR 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 208,786 shares
    Change vs previous 13F +1,004 shares

    2.27% of the 13F portfolio, value $10,512,376.

    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 207,782 shares
    Change vs previous 13F -687 shares

    2.53% of the 13F portfolio, value $10,459,746.

    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 208,469 shares
    Change vs previous 13F +13,349 shares

    2.54% of the 13F portfolio, value $10,490,161.

    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 195,120 shares
    Change vs previous 13F +7,105 shares

    2.44% of the 13F portfolio, value $9,808,683.

    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 188,015 shares
    Change vs previous 13F +33,354 shares

    2.47% of the 13F portfolio, value $9,459,035.

    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 154,661 shares
    Change vs previous 13F +33,472 shares

    2.16% of the 13F portfolio, value $7,784,089.

    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 121,189 shares
    Change vs previous 13F -31,375 shares

    1.66% of the 13F portfolio, value $6,098,231.

    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 152,564 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $7,661,768.

    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).