Milestones Private Investment Advisors LLC
All 13F Filings
- Location
- Fairport, NY
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 123,365
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/19/2026 | 73 | 123,365 | 13F-HR | Milestones Private Investment Advisors LLC |
| Q2 2026 | 7/24/2026 | 77 | 125,591 | 13F-HR | Milestones Private Investment Advisors LLC |
| Q1 2026 | 5/4/2026 | 78 | 113,507 | 13F-HR | Milestones Private Investment Advisors LLC |
| Q4 2025 | 1/26/2026 | 120 | 145,412 | 13F-HR | Milestones Private Investment Advisors LLC |
| Q3 2025 | 10/22/2025 | 122 | 146,388 | 13F-HR | Milestones Private Investment Advisors LLC |
| Q2 2025 | 9/11/2025 | 119 | 135,045 | 13F-HR | Milestones Private Investment Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 16.52 K | 13.4% | 0 | 2.879 K | -2.879 K |
| ETFs | 106.8 K | 86.6% | 644 | 0 | 644 |
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Fund Snapshot
Q3 2026
Latest filed
10/19/2026
Total value ($000)
123,365
Holdings
73
QoQ value change ($000)
-2,226
(-1.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.