Skip to content
Disclosery

Milestones Private Investment Advisors LLC: SCHB position timeline

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

Milestones Private Investment Advisors LLC held 34,389 SCHB 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 34,389 shares
    Change vs previous 13F -3,077 shares

    0.79% of the 13F portfolio, value $995,905.

    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 37,466 shares
    Change vs previous 13F -116,720 shares

    0.83% of the 13F portfolio, value $940,397.

    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 154,186 shares
    Change vs previous 13F -2,402 shares

    2.78% of the 13F portfolio, value $4,044,295.

    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 156,588 shares
    Change vs previous 13F +4,724 shares

    2.75% of the 13F portfolio, value $4,025,870.

    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 151,864 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $3,618,921.

    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).