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Disclosery

Mills Wealth Advisors LLC: DISV position timeline

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

Mills Wealth Advisors LLC held 157,525 DISV 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 157,525 shares
    Change vs previous 13F +4,779 shares

    1.99% of the 13F portfolio, value $6,321,462.

    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 152,746 shares
    Change vs previous 13F +3,897 shares

    2.1% of the 13F portfolio, value $6,024,321.

    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 148,849 shares
    Change vs previous 13F +5,773 shares

    2.23% of the 13F portfolio, value $5,656,259.

    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 143,076 shares
    Change vs previous 13F +2,814 shares

    2.08% of the 13F portfolio, value $5,105,060.

    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 140,262 shares
    Change vs previous 13F +8,928 shares

    2.12% of the 13F portfolio, value $4,615,943.

    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 131,334 shares
    Change vs previous 13F +11,951 shares

    2.03% of the 13F portfolio, value $3,824,446.

    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 119,383 shares
    Change vs previous 13F +6,385 shares

    1.8% of the 13F portfolio, value $3,171,996.

    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 112,998 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $3,283,721.

    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).