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Mills Wealth Advisors LLC: DFSD position timeline

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

Mills Wealth Advisors LLC held 277,521 DFSD 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 277,521 shares
    Change vs previous 13F +20,473 shares

    4.17% of the 13F portfolio, value $13,251,627.

    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 257,048 shares
    Change vs previous 13F +149,309 shares

    4.3% of the 13F portfolio, value $12,307,463.

    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 107,739 shares
    Change vs previous 13F -2,877 shares

    2.04% of the 13F portfolio, value $5,166,094.

    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 110,616 shares
    Change vs previous 13F +21,642 shares

    2.17% of the 13F portfolio, value $5,330,583.

    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 88,974 shares
    Change vs previous 13F +48,551 shares

    1.96% of the 13F portfolio, value $4,271,640.

    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 40,423 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $1,920,899.

    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).