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Mills Wealth Advisors LLC: DFAS position timeline

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

Mills Wealth Advisors LLC held 28,331 DFAS 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 28,331 shares
    Change vs previous 13F +2,823 shares

    0.73% of the 13F portfolio, value $2,332,735.

    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 25,508 shares
    Change vs previous 13F +420 shares

    0.63% of the 13F portfolio, value $1,814,386.

    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 25,088 shares
    Change vs previous 13F +5,098 shares

    0.69% of the 13F portfolio, value $1,747,883.

    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 19,990 shares
    Change vs previous 13F +3,867 shares

    0.56% of the 13F portfolio, value $1,368,524.

    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 16,123 shares
    Change vs previous 13F +3,077 shares

    0.47% of the 13F portfolio, value $1,027,204.

    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 13,046 shares
    Change vs previous 13F +2,085 shares

    0.41% of the 13F portfolio, value $779,514.

    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 10,961 shares
    Change vs previous 13F +913 shares

    0.41% of the 13F portfolio, value $713,353.

    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 10,048 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $651,711.

    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).