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MISSION WEALTH MANAGEMENT, LP: DFAI position timeline

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

MISSION WEALTH MANAGEMENT, LP held 1,007,007 DFAI 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 1,007,007 shares
    Change vs previous 13F +90,024 shares

    0.52% of the 13F portfolio, value $41,539,046.

    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 916,983 shares
    Change vs previous 13F +38,136 shares

    0.75% of the 13F portfolio, value $35,725,662.

    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 878,847 shares
    Change vs previous 13F -29,757 shares

    0.68% of the 13F portfolio, value $33,492,862.

    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 908,604 shares
    Change vs previous 13F -22,194 shares

    0.68% of the 13F portfolio, value $33,027,753.

    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 930,798 shares
    Change vs previous 13F +30,650 shares

    0.7% of the 13F portfolio, value $32,177,674.

    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 900,148 shares
    Change vs previous 13F -29,835 shares

    0.71% of the 13F portfolio, value $28,111,630.

    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 929,983 shares
    Change vs previous 13F -40,527 shares

    0.65% of the 13F portfolio, value $27,155,514.

    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 970,510 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $30,842,806.

    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).