Skip to content
Disclosery

Milestones Private Investment Advisors LLC: GLDM position timeline

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

Milestones Private Investment Advisors LLC held 19,523 GLDM 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 19,523 shares
    Change vs previous 13F -15,121 shares

    1.23% of the 13F portfolio, value $1,550,517.

    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 34,644 shares
    Change vs previous 13F -2,162 shares

    2.83% of the 13F portfolio, value $3,211,152.

    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 36,806 shares
    Change vs previous 13F +643 shares

    2.16% of the 13F portfolio, value $3,142,128.

    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 36,163 shares
    Change vs previous 13F +2,329 shares

    1.89% of the 13F portfolio, value $2,764,661.

    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 33,834 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $2,216,804.

    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).