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MISSION WEALTH MANAGEMENT, LP: DFAX position timeline

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

MISSION WEALTH MANAGEMENT, LP held 207,683 DFAX 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 207,683 shares
    Change vs previous 13F +156,362 shares

    0.1% of the 13F portfolio, value $7,651,046.

    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 51,321 shares
    Change vs previous 13F +4,555 shares

    0.04% of the 13F portfolio, value $1,743,375.

    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 46,766 shares
    Change vs previous 13F +19,171 shares

    0.03% of the 13F portfolio, value $1,530,652.

    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 27,595 shares
    Change vs previous 13F +5,647 shares

    0.02% of the 13F portfolio, value $865,932.

    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 21,948 shares
    Change vs previous 13F +5,065 shares

    0.01% of the 13F portfolio, value $644,613.

    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 16,883 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $442,335.

    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 16,883 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $419,712.

    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 16,883 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $456,010.

    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).