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MISSION WEALTH MANAGEMENT, LP: DGRO position timeline

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

MISSION WEALTH MANAGEMENT, LP held 23,740 DGRO 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 23,740 shares
    Change vs previous 13F +4,918 shares

    0.02% of the 13F portfolio, value $1,799,315.

    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 18,822 shares
    Change vs previous 13F -2,877 shares

    0.03% of the 13F portfolio, value $1,320,905.

    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 21,699 shares
    Change vs previous 13F -1,314 shares

    0.03% of the 13F portfolio, value $1,506,379.

    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 23,013 shares
    Change vs previous 13F -17,109 shares

    0.03% of the 13F portfolio, value $1,566,732.

    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 40,122 shares
    Change vs previous 13F +29,421 shares

    0.06% of the 13F portfolio, value $2,565,394.

    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 10,701 shares
    Change vs previous 13F +635 shares

    0.02% of the 13F portfolio, value $661,130.

    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 10,066 shares
    Change vs previous 13F +1,163 shares

    0.01% of the 13F portfolio, value $617,470.

    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 8,903 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $558,143.

    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).