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MISSION WEALTH MANAGEMENT, LP: DFAT position timeline

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

MISSION WEALTH MANAGEMENT, LP held 373,158 DFAT 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 373,158 shares
    Change vs previous 13F +173,461 shares

    0.33% of the 13F portfolio, value $26,083,750.

    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 199,697 shares
    Change vs previous 13F +7,604 shares

    0.26% of the 13F portfolio, value $12,471,073.

    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 192,093 shares
    Change vs previous 13F +57,570 shares

    0.23% of the 13F portfolio, value $11,437,218.

    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 134,523 shares
    Change vs previous 13F +1,705 shares

    0.16% of the 13F portfolio, value $7,830,571.

    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 132,818 shares
    Change vs previous 13F +24,452 shares

    0.16% of the 13F portfolio, value $7,166,884.

    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 108,366 shares
    Change vs previous 13F -2,066 shares

    0.14% of the 13F portfolio, value $5,579,746.

    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 110,432 shares
    Change vs previous 13F +87,555 shares

    0.15% of the 13F portfolio, value $6,146,630.

    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 22,877 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,272,672.

    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).