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Mills Wealth Advisors LLC: JOF position timeline

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

Mills Wealth Advisors LLC held 12,823 JOF 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 12,823 shares
    Change vs previous 13F -11,997 shares

    0.05% of the 13F portfolio, value $151,050.

    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 24,820 shares
    Change vs previous 13F +2 shares

    0.09% of the 13F portfolio, value $270,533.

    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 24,818 shares
    Change vs previous 13F -48 shares

    0.11% of the 13F portfolio, value $274,989.

    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 24,866 shares
    Change vs previous 13F +15 shares

    0.11% of the 13F portfolio, value $262,092.

    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 24,851 shares
    Change vs previous 13F +2,070 shares

    0.11% of the 13F portfolio, value $239,566.

    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 22,781 shares
    Change vs previous 13F -40 shares

    0.1% of the 13F portfolio, value $191,135.

    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 22,821 shares
    Change vs previous 13F +8 shares

    0.1% of the 13F portfolio, value $175,039.

    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 22,813 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $188,660.

    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).