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Milestone Investment Advisors LLC: XMHQ position timeline

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

Milestone Investment Advisors LLC held 24,926 XMHQ 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 24,926 shares
    Change vs previous 13F +1,989 shares

    0.61% of the 13F portfolio, value $2,813,647.

    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 22,937 shares
    Change vs previous 13F -2,641 shares

    0.57% of the 13F portfolio, value $2,371,033.

    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 25,578 shares
    Change vs previous 13F -1,688 shares

    0.63% of the 13F portfolio, value $2,619,698.

    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 27,266 shares
    Change vs previous 13F -6,061 shares

    0.71% of the 13F portfolio, value $2,861,887.

    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 33,327 shares
    Change vs previous 13F -13,925 shares

    0.85% of the 13F portfolio, value $3,274,042.

    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 47,252 shares
    Change vs previous 13F -118,731 shares

    1.2% of the 13F portfolio, value $4,324,931.

    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 165,983 shares
    Change vs previous 13F +3,683 shares

    4.44% of the 13F portfolio, value $16,344,393.

    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 162,300 shares
    Change vs previous 13F not available

    4.66% of the 13F portfolio, value $16,648,687.

    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).