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Disclosery

McMill Wealth Management: DFIV position timeline

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

McMill Wealth Management held 0 DFIV 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 -495,832 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 495,832 shares
    Change vs previous 13F +4,969 shares

    6.96% of the 13F portfolio, value $24,742,025.

    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 490,863 shares
    Change vs previous 13F -896 shares

    6.45% of the 13F portfolio, value $22,638,612.

    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 491,759 shares
    Change vs previous 13F -6,529 shares

    6.97% of the 13F portfolio, value $21,035,328.

    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 498,288 shares
    Change vs previous 13F +47,085 shares

    7.07% of the 13F portfolio, value $19,612,615.

    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 451,203 shares
    Change vs previous 13F not available

    6.48% of the 13F portfolio, value $16,008,682.

    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).