MILESTONE WEALTH, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2022
Location
Buffalo, NY
CIK
0001904020
Alternate names
Monolith Advisors
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2022 233 89,544 RESTATEMENT 11/16/2022 000139834422022290 MILESTONE WEALTH, LLC
Q3 2022 214 93,933 13F-HR 11/14/2022 000139834422022146 MILESTONE WEALTH, LLC
Q2 2022 228 94,961 13F-HR 8/12/2022 000139834422015527 MILESTONE WEALTH, LLC
Q1 2022 245 122,974 13F-HR 5/17/2022 000139834422009801 MILESTONE WEALTH, LLC
Q4 2021 256 124,797 13F-HR 2/16/2022 000139834422003541 Monolith Advisors