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Milestone Investment Advisors LLC: VCSH position timeline

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

Milestone Investment Advisors LLC held 128,841 VCSH 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 128,841 shares
    Change vs previous 13F +5,205 shares

    2.2% of the 13F portfolio, value $10,182,305.

    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 123,636 shares
    Change vs previous 13F +3,740 shares

    2.37% of the 13F portfolio, value $9,800,626.

    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 119,896 shares
    Change vs previous 13F +6,474 shares

    2.31% of the 13F portfolio, value $9,559,309.

    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 113,422 shares
    Change vs previous 13F +4,219 shares

    2.25% of the 13F portfolio, value $9,065,821.

    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 109,203 shares
    Change vs previous 13F +7,599 shares

    2.26% of the 13F portfolio, value $8,681,639.

    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 101,604 shares
    Change vs previous 13F +2,934 shares

    2.23% of the 13F portfolio, value $8,020,620.

    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 98,670 shares
    Change vs previous 13F +6,856 shares

    2.09% of the 13F portfolio, value $7,697,247.

    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 91,814 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $7,291,868.

    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).