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MISSION WEALTH MANAGEMENT, LP: DFIV position timeline

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

MISSION WEALTH MANAGEMENT, LP held 208,768 DFIV 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 208,768 shares
    Change vs previous 13F +3,582 shares

    0.14% of the 13F portfolio, value $11,277,663.

    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 205,186 shares
    Change vs previous 13F -2,343 shares

    0.23% of the 13F portfolio, value $10,829,715.

    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 207,529 shares
    Change vs previous 13F +21,508 shares

    0.21% of the 13F portfolio, value $10,355,692.

    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 186,021 shares
    Change vs previous 13F +44,584 shares

    0.18% of the 13F portfolio, value $8,579,295.

    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 141,437 shares
    Change vs previous 13F +4,847 shares

    0.13% of the 13F portfolio, value $6,057,762.

    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 136,590 shares
    Change vs previous 13F +4,088 shares

    0.13% of the 13F portfolio, value $5,376,183.

    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 132,502 shares
    Change vs previous 13F +126,678 shares

    0.11% of the 13F portfolio, value $4,701,171.

    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).

  8. period ended2024-09-30
    13F 5,824 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $221,778.

    13F-HR 0001085146-24-005256 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).