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Millington Financial Advisors, LLC: CBZ position timeline

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

Millington Financial Advisors, LLC held 0 CBZ shares at 2025-09-30 per its 13F-HR filed 2025-10-30.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -30,564 shares

    13F-HR 0001986152-25-000093 filed by Millington Financial Advisors, LLC
    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 ended2025-06-30
    13F 30,564 shares
    Change vs previous 13F -770 shares

    1.16% of the 13F portfolio, value $2,301,469.

    13F-HR 0001986152-25-000060 filed by Millington Financial 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 ended2025-03-31
    13F 31,334 shares
    Change vs previous 13F +805 shares

    1.5% of the 13F portfolio, value $2,435,592.

    13F-HR 0001986152-25-000026 filed by Millington Financial 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 ended2024-12-31
    13F 30,529 shares
    Change vs previous 13F +475 shares

    1.52% of the 13F portfolio, value $2,625,189.

    13F-HR 0001986152-25-000017 filed by Millington Financial 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 ended2024-09-30
    13F 30,054 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $2,022,334.

    13F-HR 0001924615-24-000004 filed by Millington Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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