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Disclosery

Mills Wealth Advisors LLC: IVV position timeline

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

Mills Wealth Advisors LLC held 0 IVV shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -408 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 408 shares
    Change vs previous 13F -7 shares

    0.11% of the 13F portfolio, value $273,311.

    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).

  3. period ended2025-06-30
    13F 415 shares
    Change vs previous 13F +58 shares

    0.12% of the 13F portfolio, value $257,755.

    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).

  4. period ended2025-03-31
    13F 357 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $200,543.

    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).