Skip to content
Disclosery

Milestones Private Investment Advisors LLC: FCVT position timeline

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

Milestones Private Investment Advisors LLC held 27,164 FCVT 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 27,164 shares
    Change vs previous 13F -419 shares

    1.16% of the 13F portfolio, value $1,460,747.

    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 27,583 shares
    Change vs previous 13F +3,255 shares

    1.07% of the 13F portfolio, value $1,218,548.

    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 24,328 shares
    Change vs previous 13F -5,906 shares

    0.72% of the 13F portfolio, value $1,046,948.

    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 30,234 shares
    Change vs previous 13F -1,873 shares

    0.88% of the 13F portfolio, value $1,293,036.

    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 32,107 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,246,073.

    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).