MISSION WEALTH MANAGEMENT, LP: DFIC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on DFIC, newest first. How the timeline and the estimate are built.
MISSION WEALTH MANAGEMENT, LP held 246,056 DFIC shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 246,056 sharesChange vs previous 13F +214,964 shares
0.11% of the 13F portfolio, value $9,168,044.
13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 31,092 sharesChange vs previous 13F +7,830 shares
0.02% of the 13F portfolio, value $1,104,686.
13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 23,262 sharesChange vs previous 13F +4,718 shares
0.02% of the 13F portfolio, value $801,616.
13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 18,544 sharesChange vs previous 13F +6,212 shares
0.01% of the 13F portfolio, value $608,057.
13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,332 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $383,402.
13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).