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Disclosery

Mills Wealth Advisors LLC: DFSE position timeline

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

Mills Wealth Advisors LLC held 8,635 DFSE 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 8,635 shares
    Change vs previous 13F +589 shares

    0.13% of the 13F portfolio, value $422,069.

    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 8,046 shares
    Change vs previous 13F +2,625 shares

    0.12% of the 13F portfolio, value $340,902.

    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 5,421 shares
    Change vs previous 13F +172 shares

    0.09% of the 13F portfolio, value $224,858.

    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 5,249 shares
    Change vs previous 13F -19 shares

    0.09% of the 13F portfolio, value $215,676.

    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 5,268 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $200,496.

    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).