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Disclosery

Mill Capital Management, LLC: MU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mill Capital Management, LLC on MU, newest first. How the timeline and the estimate are built.

Mill Capital Management, LLC held 101,867 MU shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,867 shares
    Change vs previous 13F -20,130 shares

    7.85% of the 13F portfolio, value $117,584,109.

    13F-HR 0001398344-26-013354 filed by Mill Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 121,997 shares
    Change vs previous 13F -12,537 shares

    3.13% of the 13F portfolio, value $41,215,481.

    13F-HR 0001398344-26-008209 filed by Mill Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 134,534 shares
    Change vs previous 13F -16,138 shares

    2.77% of the 13F portfolio, value $38,397,361.

    13F-HR 0001398344-26-002778 filed by Mill Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 150,672 shares
    Change vs previous 13F -9,663 shares

    1.87% of the 13F portfolio, value $25,210,447.

    13F-HR 0001398344-25-019997 filed by Mill Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 160,335 shares
    Change vs previous 13F +408 shares

    1.55% of the 13F portfolio, value $19,761,294.

    13F-HR 0001398344-25-014452 filed by Mill Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 159,927 shares
    Change vs previous 13F -1,018 shares

    1.11% of the 13F portfolio, value $13,896,061.

    13F-HR 0001398344-25-007536 filed by Mill Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 160,945 shares
    Change vs previous 13F +8 shares

    1.07% of the 13F portfolio, value $13,545,135.

    13F-HR 0001398344-25-002426 filed by Mill Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 160,937 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $16,690,781.

    13F-HR 0001398344-24-019577 filed by Mill Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).