Centered Wealth LLC dba Miller Equity Capital Advisors: VB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Centered Wealth LLC dba Miller Equity Capital Advisors on VB, newest first. How the timeline and the estimate are built.
Centered Wealth LLC dba Miller Equity Capital Advisors held 2,409 VB shares at 2025-03-31 per its 13F-HR filed 2025-04-29.
the latest 13F is the newest step
- period ended2025-03-3113F 2,409 sharesChange vs previous 13F -291,149 shares
36.93% of the 13F portfolio, value $534,196.
13F-HR 0001894543-25-000003 filed by Centered Wealth LLC dba Miller Equity Capital Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 293,558 sharesChange vs previous 13F -1,150 shares
26.91% of the 13F portfolio, value $70,536,116.
13F-HR 0001894543-25-000001 filed by Centered Wealth LLC dba Miller Equity Capital Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 294,708 sharesChange vs previous 13F -696 shares
27.28% of the 13F portfolio, value $69,907,685.
13F-HR 0001894543-24-000006 filed by Centered Wealth LLC dba Miller Equity Capital Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 295,404 sharesChange vs previous 13F -309 shares
26.79% of the 13F portfolio, value $64,409,779.
13F-HR 0001894543-24-000004 filed by Centered Wealth LLC dba Miller Equity Capital Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 295,713 sharesChange vs previous 13F +4,882 shares
27.91% of the 13F portfolio, value $67,596,920.
13F-HR 0001894543-24-000003 filed by Centered Wealth LLC dba Miller Equity Capital Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 290,831 sharesChange vs previous 13F +10,520 shares
28.04% of the 13F portfolio, value $62,042,871.
13F-HR 0001894543-24-000001 filed by Centered Wealth LLC dba Miller Equity Capital Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 280,311 sharesChange vs previous 13F +9,517 shares
27.45% of the 13F portfolio, value $52,998,306.
13F-HR 0001894543-23-000005 filed by Centered Wealth LLC dba Miller Equity Capital Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 270,794 sharesChange vs previous 13F not available
27.31% of the 13F portfolio, value $53,858,119.
13F-HR 0001894543-23-000004 filed by Centered Wealth LLC dba Miller Equity Capital Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).