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Mills Wealth Advisors LLC: DFSI position timeline

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

Mills Wealth Advisors LLC held 15,173 DFSI 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 15,173 shares
    Change vs previous 13F +4,651 shares

    0.22% of the 13F portfolio, value $684,298.

    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 10,522 shares
    Change vs previous 13F +3,636 shares

    0.16% of the 13F portfolio, value $446,129.

    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 6,886 shares
    Change vs previous 13F +215 shares

    0.12% of the 13F portfolio, value $295,027.

    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 6,671 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $273,175.

    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 6,671 shares
    Change vs previous 13F -27 shares

    0.12% of the 13F portfolio, value $262,901.

    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 6,698 shares
    Change vs previous 13F -3 shares

    0.12% of the 13F portfolio, value $233,690.

    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 6,701 shares
    Change vs previous 13F +3 shares

    0.13% of the 13F portfolio, value $220,125.

    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 6,698 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $239,351.

    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).