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Mills Wealth Advisors LLC: DFNM position timeline

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

Mills Wealth Advisors LLC held 164,031 DFNM 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 164,031 shares
    Change vs previous 13F +34,211 shares

    2.5% of the 13F portfolio, value $7,928,438.

    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 129,820 shares
    Change vs previous 13F +95,401 shares

    2.17% of the 13F portfolio, value $6,222,276.

    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 34,419 shares
    Change vs previous 13F -437 shares

    0.65% of the 13F portfolio, value $1,657,974.

    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 34,856 shares
    Change vs previous 13F -1,139 shares

    0.68% of the 13F portfolio, value $1,672,370.

    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 35,995 shares
    Change vs previous 13F -15,174 shares

    0.78% of the 13F portfolio, value $1,707,225.

    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 51,169 shares
    Change vs previous 13F -4,202 shares

    1.29% of the 13F portfolio, value $2,434,099.

    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 55,371 shares
    Change vs previous 13F -18,804 shares

    1.5% of the 13F portfolio, value $2,645,061.

    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 74,175 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $3,600,431.

    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).