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Mills Wealth Advisors LLC: BSV position timeline

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

Mills Wealth Advisors LLC held 107,263 BSV 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 107,263 shares
    Change vs previous 13F +10,329 shares

    2.63% of the 13F portfolio, value $8,356,842.

    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 96,934 shares
    Change vs previous 13F +40,371 shares

    2.65% of the 13F portfolio, value $7,600,572.

    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 56,563 shares
    Change vs previous 13F -2,157 shares

    1.76% of the 13F portfolio, value $4,457,710.

    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 58,720 shares
    Change vs previous 13F -962 shares

    1.89% of the 13F portfolio, value $4,633,579.

    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 59,682 shares
    Change vs previous 13F +16,349 shares

    2.15% of the 13F portfolio, value $4,697,001.

    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 43,333 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $3,392,137.

    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).