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Mills Wealth Advisors LLC: DFSU position timeline

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

Mills Wealth Advisors LLC held 33,829 DFSU 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 33,829 shares
    Change vs previous 13F +2,842 shares

    0.5% of the 13F portfolio, value $1,577,456.

    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 30,987 shares
    Change vs previous 13F +4,575 shares

    0.44% of the 13F portfolio, value $1,273,264.

    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 26,412 shares
    Change vs previous 13F +509 shares

    0.45% of the 13F portfolio, value $1,147,082.

    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 25,903 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $1,100,176.

    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 25,903 shares
    Change vs previous 13F +1,133 shares

    0.47% of the 13F portfolio, value $1,016,701.

    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 24,770 shares
    Change vs previous 13F +213 shares

    0.47% of the 13F portfolio, value $887,021.

    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 24,557 shares
    Change vs previous 13F +208 shares

    0.53% of the 13F portfolio, value $930,718.

    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 24,349 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $905,303.

    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).