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Millington Financial Advisors, LLC: XSEP position timeline

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

Millington Financial Advisors, LLC held 16,493 XSEP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,493 shares
    Change vs previous 13F -28 shares

    0.29% of the 13F portfolio, value $734,268.

    13F-HR 0001986152-26-000112 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).

  2. period ended2026-03-31
    13F 16,521 shares
    Change vs previous 13F -459 shares

    0.3% of the 13F portfolio, value $718,829.

    13F-HR 0001986152-26-000071 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 ended2025-12-31
    13F 16,980 shares
    Change vs previous 13F -5,374 shares

    0.32% of the 13F portfolio, value $724,762.

    13F-HR 0001986152-26-000015 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 ended2025-09-30
    13F 22,354 shares
    Change vs previous 13F -15,537 shares

    0.45% of the 13F portfolio, value $928,053.

    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).

  5. period ended2025-06-30
    13F 37,891 shares
    Change vs previous 13F -28,581 shares

    0.78% of the 13F portfolio, value $1,552,769.

    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).

  6. period ended2025-03-31
    13F 66,472 shares
    Change vs previous 13F -18,833 shares

    1.54% of the 13F portfolio, value $2,507,297.

    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).

  7. period ended2024-12-31
    13F 85,305 shares
    Change vs previous 13F +22,166 shares

    1.95% of the 13F portfolio, value $3,354,952.

    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).

  8. period ended2024-09-30
    13F 63,139 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $2,422,410.

    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).