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MISSION WEALTH MANAGEMENT, LP: DFEM position timeline

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

MISSION WEALTH MANAGEMENT, LP held 186,267 DFEM 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 186,267 shares
    Change vs previous 13F +162,498 shares

    0.09% of the 13F portfolio, value $7,569,883.

    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 23,769 shares
    Change vs previous 13F +13,023 shares

    0.02% of the 13F portfolio, value $821,211.

    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 10,746 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $355,490.

    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).