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.

SEC EDGAR filings, ownership reports, and insider transactions for MILESTONE WEALTH, LLC.

Business address: 737 Main Street, Suite 100, Buffalo, NY, 140203
Top securities (13F): GSLC, GCOR, GSUS, GSIE, GSSC, MORGAN STANLEY INST GLOB, GIGB, GTIP, MORGAN STANLEY INST GLOB, GBIL, SPY, EMB, SPTL, GLD, IVW, GSY, AAPL, GEM, SLV, and QQQ
Former names: Monolith Advisors (to 16 Feb 2022)

MILESTONE WEALTH, LLC has filed 5 SEC EDGAR filings since 16 Feb 2022

Recent SEC filings for MILESTONE WEALTH, LLC including 13F-HR/A, 13F-HR.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR/A	Open 13F-HR/A document	View SEC filing for 13F-HR/A	16 Nov 2022	30 Sep 2022	028-22257
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	14 Nov 2022	30 Sep 2022	028-22257
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	12 Aug 2022	30 Jun 2022	028-22257
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	17 May 2022	31 Mar 2022	028-22257
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	16 Feb 2022	31 Dec 2021	028-22257

MILESTONE WEALTH, LLC files with the SEC under CIK 0001904020. This page aggregates EDGAR filings and related ownership activity.

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.