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Mills Wealth Advisors LLC: VSDM position timeline

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

Mills Wealth Advisors LLC held 164,926 VSDM 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 164,926 shares
    Change vs previous 13F -5,086 shares

    3.98% of the 13F portfolio, value $12,638,279.

    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 170,012 shares
    Change vs previous 13F +93,311 shares

    4.53% of the 13F portfolio, value $12,970,215.

    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 76,701 shares
    Change vs previous 13F +377 shares

    2.31% of the 13F portfolio, value $5,863,791.

    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 76,324 shares
    Change vs previous 13F +16,850 shares

    2.38% of the 13F portfolio, value $5,854,051.

    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 59,474 shares
    Change vs previous 13F +3,010 shares

    2.06% of the 13F portfolio, value $4,502,777.

    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 56,464 shares
    Change vs previous 13F +45,857 shares

    2.26% of the 13F portfolio, value $4,253,716.

    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 10,607 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $793,511.

    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).