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Disclosery

Millstone Evans Group, LLC: DFIC position timeline

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

Millstone Evans Group, LLC held 11,738 DFIC 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 11,738 shares
    Change vs previous 13F -210 shares

    0.24% of the 13F portfolio, value $437,358.

    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 11,948 shares
    Change vs previous 13F +37 shares

    0.25% of the 13F portfolio, value $424,514.

    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 11,911 shares
    Change vs previous 13F +171 shares

    0.24% of the 13F portfolio, value $410,448.

    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 11,740 shares
    Change vs previous 13F -19,399 shares

    0.24% of the 13F portfolio, value $384,938.

    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 31,139 shares
    Change vs previous 13F -49,313 shares

    0.66% of the 13F portfolio, value $968,122.

    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 80,452 shares
    Change vs previous 13F -357 shares

    1.52% of the 13F portfolio, value $2,234,142.

    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 80,809 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $2,088,501.

    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).