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Disclosery

Millstone Evans Group, LLC: DFEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Millstone Evans Group, LLC on DFEM, newest first. How the timeline and the estimate are built.

Millstone Evans Group, LLC held 4,503 DFEM shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,503 shares
    Change vs previous 13F -125 shares

    0.1% of the 13F portfolio, value $183,010.

    13F-HR 0002041943-26-000003 filed by Millstone Evans Group, 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 4,628 shares
    Change vs previous 13F +56 shares

    0.1% of the 13F portfolio, value $159,913.

    13F-HR 0002041943-26-000002 filed by Millstone Evans Group, 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 4,572 shares
    Change vs previous 13F -218 shares

    0.09% of the 13F portfolio, value $151,255.

    13F-HR 0002041943-26-000001 filed by Millstone Evans Group, 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 4,790 shares
    Change vs previous 13F -7,952 shares

    0.1% of the 13F portfolio, value $153,600.

    13F-HR 0002041943-25-000005 filed by Millstone Evans Group, 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 12,742 shares
    Change vs previous 13F -19,898 shares

    0.26% of the 13F portfolio, value $378,178.

    13F-HR 0002041943-25-000003 filed by Millstone Evans Group, 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 32,640 shares
    Change vs previous 13F -157 shares

    0.59% of the 13F portfolio, value $863,647.

    13F-HR 0002041943-25-000002 filed by Millstone Evans Group, 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 32,797 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $858,950.

    13F-HR 0002041943-25-000001 filed by Millstone Evans Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).