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Manager record

Milestones Private Investment Advisors LLC

Fairport, NY · CIK 1726041 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$123.36MReported 13F valueQ3 2026 · as filed
73Holdings listed
-1.8%vs prior quartervalue change includes market moves
6Quarters on record
Oct 19Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $135.0M$135.0MQ2 2025119 holdingsQ3 2025: $146.4M$146.4MQ3 2025122 holdingsQ4 2025: $145.4M$145.4MQ4 2025120 holdingsQ1 2026: $113.5M$113.5MQ1 202678 holdingsQ2 2026: $125.6M$125.6MQ2 202677 holdingsQ3 2026: $123.4M$123.4MQ3 202673 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 19 2026 13F-HR · period Q3 2026

$123.36M · 73 holdings listed · View original SEC filing ↗
Jul 24 2026 13F-HR · period Q2 2026

$125.59M · 77 holdings listed · View original SEC filing ↗
May 04 2026 13F-HR · period Q1 2026

$113.51M · 78 holdings listed · View original SEC filing ↗
Jan 26 2026 13F-HR · period Q4 2025

$145.41M · 120 holdings listed · View original SEC filing ↗
Oct 22 2025 13F-HR · period Q3 2025

$146.39M · 122 holdings listed · View original SEC filing ↗
Sep 11 2025 13F-HR · period Q2 2025

$135.04M · 119 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 19, 2026 · Change methodology