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Mills Wealth Advisors LLC: DFEM position timeline

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

Mills Wealth Advisors LLC held 302,690 DFEM 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 302,690 shares
    Change vs previous 13F -2,266 shares

    3.87% of the 13F portfolio, value $12,301,326.

    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 304,956 shares
    Change vs previous 13F -8,813 shares

    3.68% of the 13F portfolio, value $10,536,222.

    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 313,769 shares
    Change vs previous 13F -3,163 shares

    4.09% of the 13F portfolio, value $10,379,484.

    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 316,932 shares
    Change vs previous 13F +2,310 shares

    4.13% of the 13F portfolio, value $10,163,005.

    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 314,622 shares
    Change vs previous 13F +39,097 shares

    4.28% of the 13F portfolio, value $9,337,920.

    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 275,525 shares
    Change vs previous 13F +64,287 shares

    3.87% of the 13F portfolio, value $7,290,398.

    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 211,238 shares
    Change vs previous 13F -2,770 shares

    3.15% of the 13F portfolio, value $5,532,330.

    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 214,008 shares
    Change vs previous 13F not available

    4.15% of the 13F portfolio, value $6,024,336.

    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).