Milestone Investment Advisors LLC

SEC CIK: 0001967018
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

MSFT holding history

Microsoft Corp in every 13F filed by Milestone Investment Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSFT overview All 13F holders of MSFT Full Q2 2026 holdings

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2023

Holdings of MSFT by Milestone Investment Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−12,216−100.0%	Sold out	Holders
Q3 2023	12,216	$3.86M	1.1%	+12,216	New	Holders
Q2 2023	0	$0	0.0%	−12,171−100.0%	Sold out	Holders
Q1 2023	12,171	$3.51M	1.1%	+12,171	New	Holders