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Milestones Private Investment Advisors LLC: XLP position timeline

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

Milestones Private Investment Advisors LLC held 0 XLP shares at 2026-03-31 per its 13F-HR filed 2026-05-04.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -4,337 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 4,337 shares
    Change vs previous 13F +5 shares

    0.23% of the 13F portfolio, value $336,867.

    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).

  3. period ended2025-09-30
    13F 4,332 shares
    Change vs previous 13F +4 shares

    0.23% of the 13F portfolio, value $339,474.

    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).

  4. period ended2025-06-30
    13F 4,328 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $350,398.

    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).