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MISSION WEALTH MANAGEMENT, LP: DFAE position timeline

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

MISSION WEALTH MANAGEMENT, LP held 776,286 DFAE 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 776,286 shares
    Change vs previous 13F +62,019 shares

    0.39% of the 13F portfolio, value $31,214,486.

    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 714,267 shares
    Change vs previous 13F -59,184 shares

    0.51% of the 13F portfolio, value $24,185,081.

    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 773,451 shares
    Change vs previous 13F -82,722 shares

    0.51% of the 13F portfolio, value $25,191,309.

    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 856,173 shares
    Change vs previous 13F -55,789 shares

    0.55% of the 13F portfolio, value $26,995,131.

    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 911,962 shares
    Change vs previous 13F -25,618 shares

    0.58% of the 13F portfolio, value $26,401,309.

    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 937,580 shares
    Change vs previous 13F -116,061 shares

    0.61% of the 13F portfolio, value $24,273,934.

    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 1,053,641 shares
    Change vs previous 13F -128,787 shares

    0.64% of the 13F portfolio, value $26,730,864.

    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 1,182,428 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $32,410,364.

    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).