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MISSION WEALTH MANAGEMENT, LP: DFUS position timeline

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

MISSION WEALTH MANAGEMENT, LP held 422,966 DFUS 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 422,966 shares
    Change vs previous 13F -41,279 shares

    0.43% of the 13F portfolio, value $34,657,811.

    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 464,245 shares
    Change vs previous 13F +379,735 shares

    0.69% of the 13F portfolio, value $32,919,609.

    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 84,510 shares
    Change vs previous 13F +6,078 shares

    0.13% of the 13F portfolio, value $6,268,142.

    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 78,432 shares
    Change vs previous 13F -1,270 shares

    0.12% of the 13F portfolio, value $5,681,607.

    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 79,702 shares
    Change vs previous 13F -756 shares

    0.12% of the 13F portfolio, value $5,341,634.

    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 80,458 shares
    Change vs previous 13F -291 shares

    0.12% of the 13F portfolio, value $4,866,072.

    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 80,749 shares
    Change vs previous 13F -19,935 shares

    0.12% of the 13F portfolio, value $5,147,728.

    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 100,684 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $6,262,553.

    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).