Skip to content
Disclosery

Mills Wealth Advisors LLC: DFAT position timeline

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

Mills Wealth Advisors LLC held 100,698 DFAT 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 100,698 shares
    Change vs previous 13F +4,775 shares

    2.22% of the 13F portfolio, value $7,038,771.

    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 95,923 shares
    Change vs previous 13F +5,197 shares

    2.09% of the 13F portfolio, value $5,990,405.

    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 90,726 shares
    Change vs previous 13F +6,272 shares

    2.13% of the 13F portfolio, value $5,401,836.

    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 84,454 shares
    Change vs previous 13F +3,714 shares

    2% of the 13F portfolio, value $4,916,341.

    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 80,740 shares
    Change vs previous 13F -11,395 shares

    2% of the 13F portfolio, value $4,356,635.

    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 92,135 shares
    Change vs previous 13F +11,712 shares

    2.52% of the 13F portfolio, value $4,744,014.

    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 80,423 shares
    Change vs previous 13F +11,127 shares

    2.55% of the 13F portfolio, value $4,476,368.

    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 69,296 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $3,854,919.

    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).