Milestones Private Investment Advisors LLCETFConcentrated trader

CIK: 0001726041 | FAIRPORT, NY

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	73	$123.4M	2026-10-19	SEC ↗
Q2 2026	13F-HR	77	$125.6M	2026-07-24	SEC ↗
Q1 2026	13F-HR	78	$113.5M	2026-05-04	SEC ↗
Q4 2025	13F-HR	120	$145.4M	2026-01-26	SEC ↗
Q3 2025	13F-HR	122	$146.4M	2025-10-22	SEC ↗
Q2 2025	13F-HR	119	$135.0M	2025-09-11	SEC ↗