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Milestones Private Investment Advisors LLC: USMV position timeline

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

Milestones Private Investment Advisors LLC held 8,105 USMV 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 8,105 shares
    Change vs previous 13F -505 shares

    0.62% of the 13F portfolio, value $781,808.

    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 8,610 shares
    Change vs previous 13F -7,772 shares

    0.7% of the 13F portfolio, value $798,491.

    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 16,382 shares
    Change vs previous 13F -1,820 shares

    1.06% of the 13F portfolio, value $1,542,543.

    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 18,202 shares
    Change vs previous 13F +8 shares

    1.18% of the 13F portfolio, value $1,731,724.

    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 18,194 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $1,707,871.

    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).