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MISSION WEALTH MANAGEMENT, LP: DWM position timeline

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

MISSION WEALTH MANAGEMENT, LP held 57,154 DWM 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 57,154 shares
    Change vs previous 13F +83 shares

    0.05% of the 13F portfolio, value $4,184,490.

    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 57,071 shares
    Change vs previous 13F -410 shares

    0.08% of the 13F portfolio, value $3,988,721.

    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 57,481 shares
    Change vs previous 13F -984 shares

    0.08% of the 13F portfolio, value $3,952,413.

    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 58,465 shares
    Change vs previous 13F -402 shares

    0.08% of the 13F portfolio, value $3,871,403.

    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 58,867 shares
    Change vs previous 13F -2,314 shares

    0.08% of the 13F portfolio, value $3,741,573.

    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 61,181 shares
    Change vs previous 13F -3,641 shares

    0.09% of the 13F portfolio, value $3,557,959.

    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 64,822 shares
    Change vs previous 13F -12,895 shares

    0.08% of the 13F portfolio, value $3,415,809.

    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 77,717 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,473,160.

    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).