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MISSION WEALTH MANAGEMENT, LP: DFAS position timeline

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

MISSION WEALTH MANAGEMENT, LP held 301,920 DFAS 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 301,920 shares
    Change vs previous 13F +9,580 shares

    0.31% of the 13F portfolio, value $24,860,068.

    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 292,340 shares
    Change vs previous 13F -4,756 shares

    0.44% of the 13F portfolio, value $20,794,180.

    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 297,096 shares
    Change vs previous 13F +36,288 shares

    0.42% of the 13F portfolio, value $20,698,688.

    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 260,808 shares
    Change vs previous 13F -4,846 shares

    0.37% of the 13F portfolio, value $17,854,923.

    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 265,654 shares
    Change vs previous 13F +31,895 shares

    0.37% of the 13F portfolio, value $16,924,808.

    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 233,759 shares
    Change vs previous 13F -14,961 shares

    0.35% of the 13F portfolio, value $13,967,112.

    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 248,720 shares
    Change vs previous 13F +41,476 shares

    0.39% of the 13F portfolio, value $16,186,708.

    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 207,244 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $13,441,867.

    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).