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Mills Wealth Advisors LLC: VCRB position timeline

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

Mills Wealth Advisors LLC held 513,604 VCRB 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 513,604 shares
    Change vs previous 13F +57,899 shares

    12.49% of the 13F portfolio, value $39,667,034.

    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 455,705 shares
    Change vs previous 13F +28,198 shares

    12.32% of the 13F portfolio, value $35,262,428.

    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 427,507 shares
    Change vs previous 13F +29,226 shares

    13.13% of the 13F portfolio, value $33,300,633.

    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 398,281 shares
    Change vs previous 13F +10,432 shares

    12.71% of the 13F portfolio, value $31,229,233.

    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 387,849 shares
    Change vs previous 13F +71,442 shares

    13.8% of the 13F portfolio, value $30,089,345.

    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 316,407 shares
    Change vs previous 13F +26,253 shares

    13.01% of the 13F portfolio, value $24,499,413.

    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 290,154 shares
    Change vs previous 13F +162,752 shares

    12.52% of the 13F portfolio, value $21,996,594.

    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 127,402 shares
    Change vs previous 13F not available

    6.95% of the 13F portfolio, value $10,088,984.

    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).