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Milestones Private Investment Advisors LLC: FDL position timeline

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

Milestones Private Investment Advisors LLC held 131,010 FDL 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 131,010 shares
    Change vs previous 13F +56,389 shares

    5.08% of the 13F portfolio, value $6,374,947.

    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 74,621 shares
    Change vs previous 13F +4,892 shares

    3.34% of the 13F portfolio, value $3,790,747.

    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 69,729 shares
    Change vs previous 13F +33,581 shares

    2.13% of the 13F portfolio, value $3,091,784.

    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 36,148 shares
    Change vs previous 13F +212 shares

    1.07% of the 13F portfolio, value $1,569,185.

    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 35,936 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,504,640.

    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).