Milestones Private Investment Advisors LLC SEC EDGAR Filings (CIK 0001726041)

SEC EDGAR filings, ownership reports, and insider transactions for Milestones Private Investment Advisors LLC.

Business address
375 Woodcliff Dr., Fairport, NY, 14450
Top securities (13F)
QQQM, SMH, FXU, TLT, SCHB, GARP, XLK, XLY, AAPL, FXG, XLV, XLE, GLDM, FDL, MSFT, SCHD, BSCS, BSCR, BSCU, and BSCT
State of incorporation
NY
Fiscal year end
31 December
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Milestones Private Investment Advisors LLC has filed 3 SEC EDGAR filings since 11 Sep 2025

Latest Filings

Recent SEC filings for Milestones Private Investment Advisors LLC including 13F-HR.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jan 2026 31 Dec 2025 028-25776
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Oct 2025 30 Sep 2025 028-25776
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Sep 2025 30 Jun 2025 028-25776

About this filer

Milestones Private Investment Advisors LLC files with the SEC under CIK 0001726041. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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