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Mills Wealth Advisors LLC: JMST position timeline

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

Mills Wealth Advisors LLC held 0 JMST 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 0 shares
    Change vs previous 13F -35,696 shares

    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).

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

  2. period ended2026-03-31
    13F 35,696 shares
    Change vs previous 13F -33,778 shares

    0.64% of the 13F portfolio, value $1,819,782.

    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 69,474 shares
    Change vs previous 13F -25,404 shares

    1.4% of the 13F portfolio, value $3,538,994.

    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 94,878 shares
    Change vs previous 13F +21,694 shares

    1.97% of the 13F portfolio, value $4,842,561.

    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 73,184 shares
    Change vs previous 13F -41,877 shares

    1.71% of the 13F portfolio, value $3,726,552.

    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 115,061 shares
    Change vs previous 13F -76,747 shares

    3.11% of the 13F portfolio, value $5,850,872.

    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 191,808 shares
    Change vs previous 13F -105,097 shares

    5.53% of the 13F portfolio, value $9,726,574.

    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 296,905 shares
    Change vs previous 13F not available

    10.41% of the 13F portfolio, value $15,124,363.

    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).