Mills Wealth Advisors LLC: VTI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mills Wealth Advisors LLC on VTI, newest first. How the timeline and the estimate are built.
Mills Wealth Advisors LLC held 1,879 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-07.
the latest 13F is the newest step
- period ended2026-06-3013F 1,879 sharesChange vs previous 13F -561 shares
0.22% of the 13F portfolio, value $695,387.
13F-HR 0001214659-26-008278 filed by Mills Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,440 sharesChange vs previous 13F -3,043 shares
0.27% of the 13F portfolio, value $782,765.
13F-HR 0001214659-26-005040 filed by Mills Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,483 sharesChange vs previous 13F -127 shares
0.72% of the 13F portfolio, value $1,838,239.
13F-HR 0001214659-26-000870 filed by Mills Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,610 sharesChange vs previous 13F -52 shares
0.73% of the 13F portfolio, value $1,795,545.
13F-HR 0001214659-25-014832 filed by Mills Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,662 sharesChange vs previous 13F +31 shares
0.77% of the 13F portfolio, value $1,686,334.
13F-HR 0001214659-25-011086 filed by Mills Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,631 sharesChange vs previous 13F -1,045 shares
0.81% of the 13F portfolio, value $1,525,687.
13F-HR 0001214659-25-006530 filed by Mills Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,676 sharesChange vs previous 13F -124 shares
1.08% of the 13F portfolio, value $1,906,410.
13F-HR 0001214659-25-001956 filed by Mills Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 6,800 sharesChange vs previous 13F not available
1.31% of the 13F portfolio, value $1,899,924.
13F-HR 0001214659-24-017718 filed by Mills Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).