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Milestone Investment Advisors LLC: VYM position timeline

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

Milestone Investment Advisors LLC held 79,043 VYM 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 79,043 shares
    Change vs previous 13F -1,382 shares

    2.7% of the 13F portfolio, value $12,491,186.

    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 80,425 shares
    Change vs previous 13F +5,058 shares

    2.88% of the 13F portfolio, value $11,910,958.

    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 75,367 shares
    Change vs previous 13F -459 shares

    2.62% of the 13F portfolio, value $10,816,708.

    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 75,826 shares
    Change vs previous 13F -1,393 shares

    2.66% of the 13F portfolio, value $10,687,666.

    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 77,219 shares
    Change vs previous 13F -3,357 shares

    2.69% of the 13F portfolio, value $10,294,119.

    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 80,576 shares
    Change vs previous 13F +8,433 shares

    2.88% of the 13F portfolio, value $10,391,102.

    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 72,143 shares
    Change vs previous 13F +1,857 shares

    2.5% of the 13F portfolio, value $9,204,783.

    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 70,286 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $9,010,634.

    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).