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Mills Wealth Advisors LLC: VCRM position timeline

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

Mills Wealth Advisors LLC held 450,834 VCRM 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 450,834 shares
    Change vs previous 13F +51,597 shares

    10.85% of the 13F portfolio, value $34,443,718.

    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 399,237 shares
    Change vs previous 13F +61,776 shares

    10.48% of the 13F portfolio, value $30,002,661.

    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 337,461 shares
    Change vs previous 13F +38,126 shares

    10.06% of the 13F portfolio, value $25,501,928.

    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 299,335 shares
    Change vs previous 13F +11,446 shares

    9.16% of the 13F portfolio, value $22,524,959.

    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 287,889 shares
    Change vs previous 13F +43,687 shares

    9.71% of the 13F portfolio, value $21,179,994.

    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 244,202 shares
    Change vs previous 13F +15,951 shares

    9.63% of the 13F portfolio, value $18,129,556.

    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 228,251 shares
    Change vs previous 13F not available

    9.69% of the 13F portfolio, value $17,022,914.

    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).