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Mills Wealth Advisors LLC: DFAC position timeline

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

Mills Wealth Advisors LLC held 1,070,062 DFAC 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 1,070,062 shares
    Change vs previous 13F +43,653 shares

    14.95% of the 13F portfolio, value $47,467,935.

    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 1,026,409 shares
    Change vs previous 13F +55,446 shares

    13.93% of the 13F portfolio, value $39,886,271.

    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 970,963 shares
    Change vs previous 13F +37,244 shares

    15.16% of the 13F portfolio, value $38,440,416.

    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 933,719 shares
    Change vs previous 13F +17,956 shares

    14.65% of the 13F portfolio, value $36,008,993.

    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 915,763 shares
    Change vs previous 13F +149,528 shares

    15.05% of the 13F portfolio, value $32,820,627.

    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 766,235 shares
    Change vs previous 13F +57,453 shares

    13.43% of the 13F portfolio, value $25,278,088.

    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 708,782 shares
    Change vs previous 13F +28,840 shares

    13.95% of the 13F portfolio, value $24,516,753.

    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 679,942 shares
    Change vs previous 13F not available

    16.05% of the 13F portfolio, value $23,315,199.

    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).