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Mills Wealth Advisors LLC: VBIL position timeline

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

Mills Wealth Advisors LLC held 16,058 VBIL 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 16,058 shares
    Change vs previous 13F -23,912 shares

    0.38% of the 13F portfolio, value $1,215,269.

    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 39,970 shares
    Change vs previous 13F +11,564 shares

    1.06% of the 13F portfolio, value $3,023,731.

    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 28,406 shares
    Change vs previous 13F -69,219 shares

    0.85% of the 13F portfolio, value $2,142,665.

    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 97,625 shares
    Change vs previous 13F +85,059 shares

    3% of the 13F portfolio, value $7,381,914.

    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 12,566 shares
    Change vs previous 13F +213 shares

    0.44% of the 13F portfolio, value $949,361.

    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 12,353 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $931,910.

    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).