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Milestone Investment Advisors LLC: VO position timeline

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

Milestone Investment Advisors LLC held 168,086 VO 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 168,086 shares
    Change vs previous 13F +128,587 shares

    2.93% of the 13F portfolio, value $13,542,683.

    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 39,499 shares
    Change vs previous 13F +5,253 shares

    2.74% of the 13F portfolio, value $11,343,210.

    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 34,246 shares
    Change vs previous 13F -169 shares

    2.41% of the 13F portfolio, value $9,938,969.

    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 34,415 shares
    Change vs previous 13F +731 shares

    2.51% of the 13F portfolio, value $10,109,118.

    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 33,684 shares
    Change vs previous 13F -328 shares

    2.46% of the 13F portfolio, value $9,425,698.

    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 34,012 shares
    Change vs previous 13F +30,357 shares

    2.44% of the 13F portfolio, value $8,796,226.

    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 3,655 shares
    Change vs previous 13F +1,179 shares

    0.26% of the 13F portfolio, value $965,396.

    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 2,476 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $653,244.

    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).