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Mills Wealth Advisors LLC: TEI position timeline

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

Mills Wealth Advisors LLC held 189,422 TEI 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 189,422 shares
    Change vs previous 13F -14,387 shares

    0.4% of the 13F portfolio, value $1,275,236.

    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 203,809 shares
    Change vs previous 13F -11,135 shares

    0.43% of the 13F portfolio, value $1,225,980.

    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 214,944 shares
    Change vs previous 13F -7,759 shares

    0.55% of the 13F portfolio, value $1,385,932.

    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 222,703 shares
    Change vs previous 13F -3,218 shares

    0.56% of the 13F portfolio, value $1,380,547.

    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 225,921 shares
    Change vs previous 13F -61,877 shares

    0.62% of the 13F portfolio, value $1,355,527.

    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 287,798 shares
    Change vs previous 13F -15,354 shares

    0.82% of the 13F portfolio, value $1,548,353.

    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 303,152 shares
    Change vs previous 13F -14,972 shares

    0.88% of the 13F portfolio, value $1,555,169.

    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 318,124 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $1,854,662.

    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).