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Mills Wealth Advisors LLC: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mills Wealth Advisors LLC on BRK-B, newest first. How the timeline and the estimate are built.

Mills Wealth Advisors LLC held 1,274 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,274 shares
    Change vs previous 13F +438 shares

    0.2% of the 13F portfolio, value $637,497.

    13F-HR 0001214659-26-008278 filed by Mills Wealth Advisors 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 836 shares
    Change vs previous 13F +5 shares

    0.14% of the 13F portfolio, value $400,611.

    13F-HR 0001214659-26-005040 filed by Mills Wealth Advisors 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 831 shares
    Change vs previous 13F +11 shares

    0.16% of the 13F portfolio, value $417,702.

    13F-HR 0001214659-26-000870 filed by Mills Wealth Advisors 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 820 shares
    Change vs previous 13F +5 shares

    0.17% of the 13F portfolio, value $412,247.

    13F-HR 0001214659-25-014832 filed by Mills Wealth Advisors 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 815 shares
    Change vs previous 13F +1 shares

    0.18% of the 13F portfolio, value $395,903.

    13F-HR 0001214659-25-011086 filed by Mills Wealth Advisors 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 814 shares
    Change vs previous 13F +1 shares

    0.23% of the 13F portfolio, value $433,520.

    13F-HR 0001214659-25-006530 filed by Mills Wealth Advisors 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 813 shares
    Change vs previous 13F +9 shares

    0.21% of the 13F portfolio, value $368,517.

    13F-HR 0001214659-25-001956 filed by Mills Wealth Advisors 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 804 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $370,049.

    13F-HR 0001214659-24-017718 filed by Mills Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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