Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001967018-25-000002
Filing Date
2025-04-28
Accepted
2025-04-28 16:10:54
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-04-28

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2059
2 MILESTONE1Q2025 milestone1q2025.html INFORMATION TABLE  
2 MILESTONE1Q2025 milestone1q2025.xml INFORMATION TABLE 72866
  Complete submission text file 0001967018-25-000002.txt   76192
Mailing Address 6702 STONEFIELD ROAD SUITE 201 MIDDLETON WI 53562
Business Address 6702 STONEFIELD ROAD SUITE 201 MIDDLETON WI 53562 608-826-5730
Milestone Investment Advisors LLC (Filer) CIK: 0001967018 (see all company filings)

EIN.: 000000000 | State of Incorp.: WI | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-23160 | Film No.: 25880441