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MISSION WEALTH MANAGEMENT, LP: DFUV position timeline

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

MISSION WEALTH MANAGEMENT, LP held 715,500 DFUV 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 715,500 shares
    Change vs previous 13F +2,390 shares

    0.49% of the 13F portfolio, value $39,359,633.

    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 713,110 shares
    Change vs previous 13F -5,952 shares

    0.72% of the 13F portfolio, value $34,557,325.

    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 719,062 shares
    Change vs previous 13F +120,229 shares

    0.68% of the 13F portfolio, value $33,501,104.

    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 598,833 shares
    Change vs previous 13F +6,371 shares

    0.55% of the 13F portfolio, value $26,761,828.

    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 592,462 shares
    Change vs previous 13F +5,001 shares

    0.55% of the 13F portfolio, value $25,049,308.

    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 587,461 shares
    Change vs previous 13F +21,367 shares

    0.61% of the 13F portfolio, value $24,209,285.

    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 566,094 shares
    Change vs previous 13F +516,172 shares

    0.55% of the 13F portfolio, value $23,164,555.

    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 49,922 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,081,243.

    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).