Milestones Private Investment Advisors LLC historic quarter change: Foreign Funds, Reduced
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), over 4 quarters from 2025-06-30 to 2026-06-30, Milestones Private Investment Advisors LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1726041), 4 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-06-30.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | United States | $0.114B | 265 |
| Bosman Wealth Management, LLC | United States | $0.114B | 52 |
| Bristlecone Value Partners, LLC | United States | $0.114B | 68 |
| Turning Point Benefit Group, Inc. | United States | $0.113B | 4,307 |
| Eagle Bay Advisors LLC | United States | $0.113B | 127 |
| Titan Investment Management LLC | United States | $0.113B | 37 |
| IDG China Capital Fund GP III Associates Ltd. | China | $0.113B | 2 |
| Hingham Institution for Savings | United States | $0.113B | 15 |
| NESTEGG ADVISORS, INC. | United States | $0.114B | 51 |
| CrossGen Wealth, LLC | United States | $0.114B | 200 |