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Mills Wealth Advisors LLC: DFAW position timeline

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

Mills Wealth Advisors LLC held 17,095 DFAW 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 17,095 shares
    Change vs previous 13F +1,546 shares

    0.45% of the 13F portfolio, value $1,415,312.

    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 15,549 shares
    Change vs previous 13F +1,684 shares

    0.4% of the 13F portfolio, value $1,147,205.

    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 13,865 shares
    Change vs previous 13F +3,105 shares

    0.4% of the 13F portfolio, value $1,025,733.

    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 10,760 shares
    Change vs previous 13F +1,603 shares

    0.31% of the 13F portfolio, value $773,214.

    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 9,157 shares
    Change vs previous 13F +1,818 shares

    0.28% of the 13F portfolio, value $614,252.

    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 7,339 shares
    Change vs previous 13F +3,470 shares

    0.24% of the 13F portfolio, value $449,734.

    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 3,869 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $241,658.

    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).