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MISSION WEALTH MANAGEMENT, LP: DFGR position timeline

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

MISSION WEALTH MANAGEMENT, LP held 33,343 DFGR 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 33,343 shares
    Change vs previous 13F +518 shares

    0.01% of the 13F portfolio, value $965,942.

    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 32,825 shares
    Change vs previous 13F +5,714 shares

    0.02% of the 13F portfolio, value $872,501.

    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 27,111 shares
    Change vs previous 13F +5,877 shares

    0.01% of the 13F portfolio, value $716,264.

    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 21,234 shares
    Change vs previous 13F +1,707 shares

    0.01% of the 13F portfolio, value $579,891.

    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 19,527 shares
    Change vs previous 13F +13 shares

    0.01% of the 13F portfolio, value $523,923.

    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 19,514 shares
    Change vs previous 13F -1,667 shares

    0.01% of the 13F portfolio, value $512,437.

    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 21,181 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $540,958.

    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).