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Mills Wealth Advisors LLC: DEHP position timeline

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

Mills Wealth Advisors LLC held 77,046 DEHP shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,046 shares
    Change vs previous 13F -4,009 shares

    1.04% of the 13F portfolio, value $3,295,277.

    13F-HR 0001214659-26-008278 filed by Mills Wealth 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 81,055 shares
    Change vs previous 13F +24,083 shares

    0.96% of the 13F portfolio, value $2,738,856.

    13F-HR 0001214659-26-005040 filed by Mills Wealth 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 56,972 shares
    Change vs previous 13F +4,541 shares

    0.72% of the 13F portfolio, value $1,837,354.

    13F-HR 0001214659-26-000870 filed by Mills Wealth 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 52,431 shares
    Change vs previous 13F +2,911 shares

    0.65% of the 13F portfolio, value $1,601,312.

    13F-HR 0001214659-25-014832 filed by Mills Wealth 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 49,520 shares
    Change vs previous 13F +8,458 shares

    0.64% of the 13F portfolio, value $1,386,548.

    13F-HR 0001214659-25-011086 filed by Mills Wealth 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 41,062 shares
    Change vs previous 13F +2,432 shares

    0.55% of the 13F portfolio, value $1,035,596.

    13F-HR 0001214659-25-006530 filed by Mills Wealth 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 38,630 shares
    Change vs previous 13F -2,568 shares

    0.54% of the 13F portfolio, value $955,709.

    13F-HR 0001214659-25-001956 filed by Mills Wealth 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 41,198 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,106,985.

    13F-HR 0001214659-24-017718 filed by Mills Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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