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Milestone Investment Advisors LLC: USXF position timeline

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

Milestone Investment Advisors LLC held 5,737 USXF 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 5,737 shares
    Change vs previous 13F -6 shares

    0.09% of the 13F portfolio, value $398,435.

    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 5,743 shares
    Change vs previous 13F -9 shares

    0.08% of the 13F portfolio, value $317,014.

    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 5,752 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $331,201.

    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 5,752 shares
    Change vs previous 13F -5 shares

    0.08% of the 13F portfolio, value $329,648.

    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 5,757 shares
    Change vs previous 13F -625 shares

    0.08% of the 13F portfolio, value $310,476.

    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 6,382 shares
    Change vs previous 13F -394 shares

    0.08% of the 13F portfolio, value $297,848.

    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 6,776 shares
    Change vs previous 13F -10 shares

    0.09% of the 13F portfolio, value $336,903.

    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 6,786 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $333,057.

    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).