Skip to content
Disclosery

MISSION WEALTH MANAGEMENT, LP: DISV position timeline

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

MISSION WEALTH MANAGEMENT, LP held 40,563 DISV 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 40,563 shares
    Change vs previous 13F +9,406 shares

    0.02% of the 13F portfolio, value $1,627,808.

    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 31,157 shares
    Change vs previous 13F -1,025 shares

    0.03% of the 13F portfolio, value $1,228,843.

    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 32,182 shares
    Change vs previous 13F +8,939 shares

    0.02% of the 13F portfolio, value $1,222,919.

    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 23,243 shares
    Change vs previous 13F +1,187 shares

    0.02% of the 13F portfolio, value $829,543.

    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 22,056 shares
    Change vs previous 13F +674 shares

    0.02% of the 13F portfolio, value $725,863.

    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 21,382 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $622,644.

    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 21,382 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $568,120.

    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).