Skip to content
Disclosery

MISSION WEALTH MANAGEMENT, LP: A position timeline

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

MISSION WEALTH MANAGEMENT, LP held 28,282 A 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 28,282 shares
    Change vs previous 13F +4,233 shares

    0.05% of the 13F portfolio, value $3,756,625.

    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 24,049 shares
    Change vs previous 13F -546 shares

    0.06% of the 13F portfolio, value $2,741,110.

    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 24,595 shares
    Change vs previous 13F -1,157 shares

    0.07% of the 13F portfolio, value $3,346,685.

    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 25,752 shares
    Change vs previous 13F -896 shares

    0.07% of the 13F portfolio, value $3,305,266.

    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 26,648 shares
    Change vs previous 13F -80 shares

    0.07% of the 13F portfolio, value $3,144,707.

    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 26,728 shares
    Change vs previous 13F -91 shares

    0.08% of the 13F portfolio, value $3,126,665.

    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 26,819 shares
    Change vs previous 13F +1,644 shares

    0.09% of the 13F portfolio, value $3,602,894.

    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 25,175 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,737,978.

    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).