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Disclosery

McMill Wealth Management: DFIS position timeline

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

McMill Wealth Management held 0 DFIS 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 -150,782 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 150,782 shares
    Change vs previous 13F +5,622 shares

    1.4% of the 13F portfolio, value $4,966,774.

    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 145,160 shares
    Change vs previous 13F +1,426 shares

    1.31% of the 13F portfolio, value $4,591,422.

    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 143,734 shares
    Change vs previous 13F -455 shares

    1.42% of the 13F portfolio, value $4,277,120.

    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 144,189 shares
    Change vs previous 13F +33,068 shares

    1.34% of the 13F portfolio, value $3,725,845.

    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 111,121 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $2,728,577.

    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).