Milestone Advisory Partners

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Southern Pines, NC
CIK
0001819679
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 70 120,238 13F-HR 11/8/2023 000181967923000004 Milestone Advisory Partners
Q2 2023 66 110,482 13F-HR 7/13/2023 000181967923000003 Milestone Advisory Partners
Q1 2023 67 108,405 13F-HR 5/12/2023 000181967923000002 Milestone Advisory Partners
Q4 2022 70 134,402 13F-HR 1/24/2023 000181967923000001 Milestone Advisory Partners
Q3 2022 68 133,309 13F-HR 10/12/2022 000181967922000004 Milestone Advisory Partners
Q2 2022 71 123,415 13F-HR 7/18/2022 000181967922000003 Milestone Advisory Partners
Q1 2022 82 185,405 13F-HR 5/10/2022 000181967922000002 Milestone Advisory Partners
Q4 2021 88 198,066 13F-HR 2/4/2022 000181967922000001 Milestone Advisory Partners
Q3 2021 82 170,173 13F-HR 11/9/2021 000181967921000005 Milestone Advisory Partners
Q2 2021 85 189,679 13F-HR 8/13/2021 000181967921000004 Milestone Advisory Partners
Q1 2021 84 186,882 13F-HR 4/27/2021 000181967921000002 Milestone Advisory Partners
Q4 2020 55 175,379 13F-HR 1/25/2021 000181967921000001 Milestone Advisory Partners
Q3 2020 48 160,705 13F-HR 10/27/2020 000181967920000012 Milestone Advisory Partners
Q2 2020 56 170,080 13F-HR 7/31/2020 000181967920000003 Milestone Advisory Partners
Q1 2020 39 144,076 13F-HR 7/31/2020 000181967920000002 Milestone Advisory Partners
Q4 2019 57 190,409 13F-HR 7/31/2020 000181967920000001 Milestone Advisory Partners
Q3 2019 54 177,551 13F-HR 8/4/2020 000181967920000011 Milestone Advisory Partners
Q2 2019 55 164,353 13F-HR 8/4/2020 000181967920000010 Milestone Advisory Partners
Q1 2019 50 154,988 13F-HR 8/4/2020 000181967920000009 Milestone Advisory Partners
Q4 2018 42 115,581 13F-HR 8/4/2020 000181967920000008 Milestone Advisory Partners
Q3 2018 46 141,038 13F-HR 8/4/2020 000181967920000007 Milestone Advisory Partners
Q2 2018 46 134,476 13F-HR 8/4/2020 000181967920000006 Milestone Advisory Partners
Q1 2018 51 133,721 13F-HR 8/4/2020 000181967920000005 Milestone Advisory Partners
Q4 2017 48 133,497 13F-HR 8/4/2020 000181967920000004 Milestone Advisory Partners