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Milestones Private Investment Advisors LLC: DMBS position timeline

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

Milestones Private Investment Advisors LLC held 32,861 DMBS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,861 shares
    Change vs previous 13F -26 shares

    1.28% of the 13F portfolio, value $1,613,130.

    13F-HR 0001726041-26-000004 filed by Milestones Private 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 32,887 shares
    Change vs previous 13F +718 shares

    1.43% of the 13F portfolio, value $1,623,960.

    13F-HR 0001726041-26-000003 filed by Milestones Private 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 32,169 shares
    Change vs previous 13F +10,293 shares

    1.1% of the 13F portfolio, value $1,597,352.

    13F-HR 0001726041-26-000001 filed by Milestones Private 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 21,876 shares
    Change vs previous 13F +546 shares

    0.74% of the 13F portfolio, value $1,086,800.

    13F-HR 0001726041-25-000003 filed by Milestones Private 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 21,330 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $1,046,663.

    13F-HR 0001085146-25-005742 filed by Milestones Private Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).