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MISSION WEALTH MANAGEMENT, LP: DFCF position timeline

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

MISSION WEALTH MANAGEMENT, LP held 104,535 DFCF 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 104,535 shares
    Change vs previous 13F +21,302 shares

    0.05% of the 13F portfolio, value $4,412,413.

    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 83,233 shares
    Change vs previous 13F +16,865 shares

    0.07% of the 13F portfolio, value $3,514,113.

    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 66,368 shares
    Change vs previous 13F +34,717 shares

    0.06% of the 13F portfolio, value $2,824,611.

    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 31,651 shares
    Change vs previous 13F +722 shares

    0.03% of the 13F portfolio, value $1,353,409.

    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 30,929 shares
    Change vs previous 13F +390 shares

    0.03% of the 13F portfolio, value $1,307,060.

    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 30,539 shares
    Change vs previous 13F -1,402 shares

    0.03% of the 13F portfolio, value $1,284,471.

    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 31,941 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,318,206.

    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).