Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001967018-25-000003
Filing Date
2025-08-13
Accepted
2025-08-13 16:55:58
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-08-13

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2047
2 MILESTONE2NDQTR2025 Milestone2q2025.html INFORMATION TABLE  
2 MILESTONE2NDQTR2025 Milestone2q2025.xml INFORMATION TABLE 71750
  Complete submission text file 0001967018-25-000003.txt   75069
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.: 251212562