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Mills Wealth Advisors LLC: CSRE position timeline

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

Mills Wealth Advisors LLC held 40,366 CSRE 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 40,366 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,145,576.

    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 ยง4.2).