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MISSION WEALTH MANAGEMENT, LP: DFSE position timeline

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

MISSION WEALTH MANAGEMENT, LP held 26,554 DFSE 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 26,554 shares
    Change vs previous 13F +20,407 shares

    0.02% of the 13F portfolio, value $1,297,947.

    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 6,147 shares
    Change vs previous 13F +1,050 shares

    0.01% of the 13F portfolio, value $260,447.

    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 5,097 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $211,424.

    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).