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MISSION WEALTH MANAGEMENT, LP: DVY position timeline

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

MISSION WEALTH MANAGEMENT, LP held 28,539 DVY 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 28,539 shares
    Change vs previous 13F +2,310 shares

    0.06% of the 13F portfolio, value $4,460,752.

    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 26,229 shares
    Change vs previous 13F +4,694 shares

    0.08% of the 13F portfolio, value $3,971,265.

    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 21,535 shares
    Change vs previous 13F -2,246 shares

    0.06% of the 13F portfolio, value $3,039,426.

    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 23,781 shares
    Change vs previous 13F -197 shares

    0.07% of the 13F portfolio, value $3,379,219.

    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 23,978 shares
    Change vs previous 13F +1,010 shares

    0.07% of the 13F portfolio, value $3,184,585.

    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 22,968 shares
    Change vs previous 13F -942 shares

    0.08% of the 13F portfolio, value $3,084,327.

    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 23,910 shares
    Change vs previous 13F +931 shares

    0.07% of the 13F portfolio, value $3,139,148.

    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 22,979 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,103,736.

    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).