Milestone Investment Advisors LLC SEC EDGAR Filings (CIK 0001967018)

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

Business address
6702 Stonefield Road, Suite 201, Middleton, WI, 53562
Top securities (13F)
SPHQ, SCHG, SCHX, VUG, FDVV, SCHB, FBND, JCPB, IVV, VYM, SUSB, USFR, AVDE, SCHM, VO, VCSH, EMNT, FNDX, SCHO, and XLK
State of incorporation
WI
Fiscal year end
31 December
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Milestone Investment Advisors LLC has filed 14 SEC EDGAR filings since 15 Mar 2023

Latest Filings

Recent SEC filings for Milestone Investment Advisors LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2026 31 Dec 2025 028-23160
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2025 30 Sep 2025 028-23160
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2025 30 Jun 2025 028-23160
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Apr 2025 31 Mar 2025 028-23160
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2025 31 Dec 2024 028-23160
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Oct 2024 30 Sep 2024 028-23160
N-PX Open N-PX document View SEC filing for N-PX 28 Aug 2024 28 Aug 2024 028-23160
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2024 30 Jun 2024 028-23160
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 May 2024 31 Mar 2024 028-23160
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Feb 2024 31 Dec 2023 028-23160
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Nov 2023 30 Sep 2023 028-23160
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Aug 2023 30 Jun 2023 028-23160
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 May 2023 31 Mar 2023 028-23160
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Mar 2023 31 Dec 2022 028-23160

About this filer

Milestone Investment Advisors LLC files with the SEC under CIK 0001967018. 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.
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Updates follow new EDGAR submissions and periodic data refreshes.

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