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MISSION WEALTH MANAGEMENT, LP: DFIS position timeline

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

MISSION WEALTH MANAGEMENT, LP held 45,304 DFIS 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 45,304 shares
    Change vs previous 13F +5,071 shares

    0.02% of the 13F portfolio, value $1,587,004.

    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 40,233 shares
    Change vs previous 13F +3,670 shares

    0.03% of the 13F portfolio, value $1,354,636.

    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 36,563 shares
    Change vs previous 13F +16,348 shares

    0.02% of the 13F portfolio, value $1,204,389.

    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 20,215 shares
    Change vs previous 13F -77 shares

    0.01% of the 13F portfolio, value $639,392.

    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 20,292 shares
    Change vs previous 13F +2,713 shares

    0.01% of the 13F portfolio, value $605,504.

    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 17,579 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $454,232.

    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 17,577 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $431,601.

    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).