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Disclosery

Mills Wealth Advisors LLC: WMB position timeline

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

Mills Wealth Advisors LLC held 10,351 WMB 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 10,351 shares
    Change vs previous 13F +3,029 shares

    0.24% of the 13F portfolio, value $769,493.

    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 7,322 shares
    Change vs previous 13F -586 shares

    0.19% of the 13F portfolio, value $532,895.

    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 7,908 shares
    Change vs previous 13F -164 shares

    0.19% of the 13F portfolio, value $475,341.

    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 8,072 shares
    Change vs previous 13F +750 shares

    0.21% of the 13F portfolio, value $511,361.

    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 7,322 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $459,895.

    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 7,322 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $437,563.

    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).