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Mills Wealth Advisors LLC: DFLV position timeline

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

Mills Wealth Advisors LLC held 143,822 DFLV 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 143,822 shares
    Change vs previous 13F +21,560 shares

    1.79% of the 13F portfolio, value $5,686,731.

    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 122,262 shares
    Change vs previous 13F +6,987 shares

    1.53% of the 13F portfolio, value $4,365,965.

    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 115,275 shares
    Change vs previous 13F +4,698 shares

    1.56% of the 13F portfolio, value $3,943,550.

    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 110,577 shares
    Change vs previous 13F +8,268 shares

    1.48% of the 13F portfolio, value $3,637,765.

    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 102,309 shares
    Change vs previous 13F +22,008 shares

    1.46% of the 13F portfolio, value $3,173,626.

    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 80,301 shares
    Change vs previous 13F +7,907 shares

    1.3% of the 13F portfolio, value $2,454,790.

    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 72,394 shares
    Change vs previous 13F +4,158 shares

    1.24% of the 13F portfolio, value $2,174,000.

    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 68,236 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $2,102,358.

    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).