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Milestone Investment Advisors LLC: VRIG position timeline

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

Milestone Investment Advisors LLC held 141,432 VRIG 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 141,432 shares
    Change vs previous 13F -4,122 shares

    0.77% of the 13F portfolio, value $3,545,701.

    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 145,554 shares
    Change vs previous 13F +1,983 shares

    0.88% of the 13F portfolio, value $3,643,945.

    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 143,571 shares
    Change vs previous 13F +1,092 shares

    0.87% of the 13F portfolio, value $3,603,633.

    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 142,479 shares
    Change vs previous 13F +1,511 shares

    0.89% of the 13F portfolio, value $3,576,223.

    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 140,968 shares
    Change vs previous 13F +10,835 shares

    0.92% of the 13F portfolio, value $3,531,249.

    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 130,133 shares
    Change vs previous 13F +11,414 shares

    0.91% of the 13F portfolio, value $3,263,736.

    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 118,719 shares
    Change vs previous 13F -5,269 shares

    0.81% of the 13F portfolio, value $2,981,628.

    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 123,988 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $3,110,240.

    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).