Milestones Private Investment Advisors LLC: SPY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Milestones Private Investment Advisors LLC on SPY, newest first. How the timeline and the estimate are built.
Milestones Private Investment Advisors LLC held 1,819 SPY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 1,819 sharesChange vs previous 13F 0 shares
1.08% of the 13F portfolio, value $1,358,375.
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 1,819 sharesChange vs previous 13F -94 shares
1.04% of the 13F portfolio, value $1,182,968.
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 1,913 sharesChange vs previous 13F -74 shares
0.9% of the 13F portfolio, value $1,304,513.
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 1,987 sharesChange vs previous 13F -334 shares
0.9% of the 13F portfolio, value $1,323,395.
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 2,321 sharesChange vs previous 13F not available
1.06% of the 13F portfolio, value $1,434,030.
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).