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Milestones Private Investment Advisors LLC: XLV position timeline

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

Milestones Private Investment Advisors LLC held 6,624 XLV 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 6,624 shares
    Change vs previous 13F -12,856 shares

    0.84% of the 13F portfolio, value $1,050,964.

    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 19,480 shares
    Change vs previous 13F -1,255 shares

    2.52% of the 13F portfolio, value $2,855,963.

    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 20,735 shares
    Change vs previous 13F -387 shares

    2.21% of the 13F portfolio, value $3,209,769.

    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 21,122 shares
    Change vs previous 13F +121 shares

    2.01% of the 13F portfolio, value $2,939,577.

    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 21,001 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $2,830,758.

    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).