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MISSION WEALTH MANAGEMENT, LP: DFLV position timeline

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

MISSION WEALTH MANAGEMENT, LP held 29,805 DFLV 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 29,805 shares
    Change vs previous 13F +8,274 shares

    0.01% of the 13F portfolio, value $1,178,488.

    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 21,531 shares
    Change vs previous 13F +1,303 shares

    0.02% of the 13F portfolio, value $768,873.

    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 20,228 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $692,000.

    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).