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| Keyboard |
| Milestone Investments Inc
✚
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|
|---|---|
| CRD # | 47090 |
| SEC # | 801-123585 |
| CIK # | 0001951454, 0001578731, 0001317348, 0001639977, 0001687829 |
| AUM | 277.3 M (2026-02-04) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 704-716-2749 |
| Address | 10700 Sikes Place Charlotte, NC 28277-0729 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Gold Trust Micro | 52.8 | ||
| Apple Inc | 15.5 | ||
| Alphabet Inc | 9.5 | ||
| Broadcom Inc | 8.1 | ||
| Amazon Com Inc | 7.4 | ||
| SPDR Gold Trust | 5.8 | ||
| iShares Comex Gold Trust | 5.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 12.4 |
| (b) Individuals (high net worth individuals) | 23 | 32.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 22 | 232.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 138 | 277.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 138 | 277.3 |
| Total | 138 | 277.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 277.3 | |
| Total | 138 | 277.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001317348] | |
| SC 13G | [0001317348] | |
| 10-K | [0001578731] | |
| 10-Q | [0001578731] | |
| 3 | [0001578731] | |
| 8-K | [0001578731] | |
| D | [0001639977] | |
| 3 | [0001687829] | |
| 4 | [0001687829] | |
| SC 13G | [0001687829] | |
| SC 13D | [0001951454] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
MedMen Enterprises Inc MMNFF
Class B Common Shares · derivative
|
2021-02-22 | Other | 9,813,234 | ||
|
MedMen Enterprises Inc MMNFF
Class B Subordinate Voting Shares
|
2021-02-22 | Other | 9,813,234 | ||
|
MedMen Enterprises Inc MMNFF
Class B Subordinate Voting Shares
|
2021-02-04 | Sell | 234,651 | $0.29 | 68,049 |
|
MedMen Enterprises Inc MMNFF
Class B Subordinate Voting Shares
|
2021-02-03 | Sell | 714,629 | $0.22 | 157,218 |
|
MedMen Enterprises Inc MMNFF
Class B Subordinate Voting Shares
|
2021-02-02 | Sell | 309,800 | $0.21 | 65,058 |
|
MedMen Enterprises Inc MMNFF
Class B Subordinate Voting Shares
|
2021-02-01 | Sell | 171,210 | $0.19 | 32,530 |
|
MedMen Enterprises Inc MMNFF
Class B Subordinate Voting Shares
|
2021-01-29 | Sell | 1,124,358 | $0.20 | 224,872 |
|
MedMen Enterprises Inc MMNFF
Class B Subordinate Voting Shares
|
2021-01-28 | Sell | 488,899 | $0.20 | 97,780 |
|
MedMen Enterprises Inc MMNFF
Class B Subordinate Voting Shares
|
2021-01-26 | Sell | 45,200 | $0.22 | 9,944 |
|
MedMen Enterprises Inc MMNFF
Class B Subordinate Voting Shares
|
2021-01-25 | Sell | 118,800 | $0.22 | 26,136 |
|
MedMen Enterprises Inc MMNFF
Class B Subordinate Voting Shares
|
2021-01-21 | Sell | 247,998 | $0.22 | 54,560 |
|
MedMen Enterprises Inc MMNFF
Class B Subordinate Voting Shares
|
2021-01-20 | Sell | 309,120 | $0.23 | 71,098 |
|
MedMen Enterprises Inc MMNFF
Class B Subordinate Voting Shares
|
2021-01-19 | Sell | 899,212 | $0.23 | 206,819 |
|
MedMen Enterprises Inc MMNFF
Class B Subordinate Voting Shares
|
2021-01-18 | Sell | 144,800 | $0.23 | 33,304 |
|
MedMen Enterprises Inc MMNFF
Class B Subordinate Voting Shares
|
2021-01-15 | Sell | 901,863 | $0.24 | 216,447 |
|
MedMen Enterprises Inc MMNFF
Class B Subordinate Voting Shares
|
2021-01-14 | Sell | 1,132,062 | $0.22 | 249,054 |
|
MedMen Enterprises Inc MMNFF
Class B Subordinate Voting Shares
|
2021-01-13 | Sell | 269,181 | $0.22 | 59,220 |
|
MedMen Enterprises Inc MMNFF
Class B Subordinate Voting Shares
|
2021-01-12 | Sell | 756,027 | $0.22 | 166,326 |
|
MedMen Enterprises Inc MMNFF
Class B Subordinate Voting Shares
|
2021-01-11 | Sell | 119,545 | $0.21 | 25,104 |
|
MedMen Enterprises Inc MMNFF
Class B Subordinate Voting Shares
|
2021-01-08 | Sell | 1,244,806 | $0.20 | 248,961 |
| showing 20 of 26 most recent transactions | |||||
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