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MISSION WEALTH MANAGEMENT, LP: DFAU position timeline

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

MISSION WEALTH MANAGEMENT, LP held 522,024 DFAU 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 522,024 shares
    Change vs previous 13F +52,021 shares

    0.34% of the 13F portfolio, value $26,983,450.

    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 470,003 shares
    Change vs previous 13F +28,266 shares

    0.44% of the 13F portfolio, value $21,206,551.

    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 441,737 shares
    Change vs previous 13F -36,714 shares

    0.42% of the 13F portfolio, value $20,673,302.

    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 478,451 shares
    Change vs previous 13F -9,623 shares

    0.45% of the 13F portfolio, value $21,893,925.

    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 488,074 shares
    Change vs previous 13F +13,400 shares

    0.45% of the 13F portfolio, value $20,674,802.

    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 474,674 shares
    Change vs previous 13F -29,837 shares

    0.46% of the 13F portfolio, value $18,246,468.

    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 504,511 shares
    Change vs previous 13F +6,343 shares

    0.49% of the 13F portfolio, value $20,427,671.

    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 498,168 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $19,772,291.

    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).