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Mills Wealth Advisors LLC: DFIC position timeline

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

Mills Wealth Advisors LLC held 531,425 DFIC 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 531,425 shares
    Change vs previous 13F +23,172 shares

    6.24% of the 13F portfolio, value $19,800,907.

    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 508,253 shares
    Change vs previous 13F +10,310 shares

    6.31% of the 13F portfolio, value $18,058,213.

    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 497,943 shares
    Change vs previous 13F +32,773 shares

    6.77% of the 13F portfolio, value $17,159,125.

    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 465,170 shares
    Change vs previous 13F +22,618 shares

    6.21% of the 13F portfolio, value $15,252,775.

    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 442,552 shares
    Change vs previous 13F +54,565 shares

    6.31% of the 13F portfolio, value $13,758,780.

    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 387,987 shares
    Change vs previous 13F +38,565 shares

    5.72% of the 13F portfolio, value $10,774,386.

    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 349,422 shares
    Change vs previous 13F +47,398 shares

    5.14% of the 13F portfolio, value $9,030,804.

    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 302,024 shares
    Change vs previous 13F not available

    5.85% of the 13F portfolio, value $8,498,956.

    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).