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Disclosery

McMill Wealth Management: DFAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McMill Wealth Management on DFAE, newest first. How the timeline and the estimate are built.

McMill Wealth Management held 0 DFAE shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -217,567 shares

    13F-HR 0002056447-26-000002 filed by McMill Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 217,567 shares
    Change vs previous 13F -683 shares

    1.99% of the 13F portfolio, value $7,086,168.

    13F-HR 0002056447-26-000001 filed by McMill Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 218,250 shares
    Change vs previous 13F +370 shares

    1.96% of the 13F portfolio, value $6,881,428.

    13F-HR 0002056447-25-000007 filed by McMill Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 217,880 shares
    Change vs previous 13F +1,193 shares

    2.09% of the 13F portfolio, value $6,295,648.

    13F-HR 0002056447-25-000005 filed by McMill Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 216,687 shares
    Change vs previous 13F +19,225 shares

    2.02% of the 13F portfolio, value $5,610,031.

    13F-HR 0002056447-25-000003 filed by McMill Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 197,462 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $5,009,640.

    13F-HR 0002056447-25-000001 filed by McMill Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).