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MISSION WEALTH MANAGEMENT, LP: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on DFAC, newest first. How the timeline and the estimate are built.

MISSION WEALTH MANAGEMENT, LP held 973,262 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 973,262 shares
    Change vs previous 13F +255,166 shares

    0.54% of the 13F portfolio, value $43,173,922.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    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 718,096 shares
    Change vs previous 13F +28,915 shares

    0.58% of the 13F portfolio, value $27,905,227.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    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 689,181 shares
    Change vs previous 13F +149,114 shares

    0.56% of the 13F portfolio, value $27,284,695.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    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 540,067 shares
    Change vs previous 13F +35,451 shares

    0.43% of the 13F portfolio, value $20,830,394.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    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 504,616 shares
    Change vs previous 13F -24,182 shares

    0.39% of the 13F portfolio, value $18,085,422.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    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 528,798 shares
    Change vs previous 13F +49,634 shares

    0.44% of the 13F portfolio, value $17,445,032.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    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 479,164 shares
    Change vs previous 13F +374,191 shares

    0.39% of the 13F portfolio, value $16,574,267.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    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 104,973 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,599,532.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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