Skip to content
Disclosery

Mills Wealth Advisors LLC: DFEV position timeline

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

Mills Wealth Advisors LLC held 195,432 DFEV 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 195,432 shares
    Change vs previous 13F +19,652 shares

    2.63% of the 13F portfolio, value $8,338,512.

    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 175,780 shares
    Change vs previous 13F +9,037 shares

    2.2% of the 13F portfolio, value $6,289,405.

    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 166,743 shares
    Change vs previous 13F +7,631 shares

    2.22% of the 13F portfolio, value $5,625,924.

    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 159,112 shares
    Change vs previous 13F +8,487 shares

    2.06% of the 13F portfolio, value $5,072,302.

    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 150,625 shares
    Change vs previous 13F +20,531 shares

    2.07% of the 13F portfolio, value $4,517,210.

    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 130,094 shares
    Change vs previous 13F +14,828 shares

    1.87% of the 13F portfolio, value $3,519,039.

    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 115,266 shares
    Change vs previous 13F +6,797 shares

    1.72% of the 13F portfolio, value $3,021,115.

    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 108,469 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $3,087,027.

    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).