Milestones Private Investment Advisors LLC: SCHQ position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Milestones Private Investment Advisors LLC on SCHQ, newest first. How the timeline and the estimate are built.
Milestones Private Investment Advisors LLC held 12,588 SCHQ shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 12,588 sharesChange vs previous 13F 0 shares
0.31% of the 13F portfolio, value $394,004.
13F-HR 0001726041-26-000004 filed by Milestones Private Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,588 sharesChange vs previous 13F 0 shares
0.35% of the 13F portfolio, value $395,641.
13F-HR 0001726041-26-000003 filed by Milestones Private Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,588 sharesChange vs previous 13F -892 shares
0.27% of the 13F portfolio, value $399,040.
13F-HR 0001726041-26-000001 filed by Milestones Private Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,480 sharesChange vs previous 13F -118 shares
0.3% of the 13F portfolio, value $435,539.
13F-HR 0001726041-25-000003 filed by Milestones Private Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,598 sharesChange vs previous 13F not available
0.32% of the 13F portfolio, value $433,640.
13F-HR 0001085146-25-005742 filed by Milestones Private Investment Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).