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Milestones Private Investment Advisors LLC: SCHZ position timeline

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

Milestones Private Investment Advisors LLC held 23,176 SCHZ 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 23,176 shares
    Change vs previous 13F -263 shares

    0.43% of the 13F portfolio, value $536,061.

    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 23,439 shares
    Change vs previous 13F -23,492 shares

    0.48% of the 13F portfolio, value $544,254.

    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 46,931 shares
    Change vs previous 13F -5,113 shares

    0.75% of the 13F portfolio, value $1,096,789.

    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 52,044 shares
    Change vs previous 13F +2,109 shares

    0.83% of the 13F portfolio, value $1,221,481.

    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 49,935 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,160,487.

    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).