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MISSION WEALTH MANAGEMENT, LP: ADP position timeline

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

MISSION WEALTH MANAGEMENT, LP held 37,028 ADP 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 37,028 shares
    Change vs previous 13F +30,242 shares

    0.1% of the 13F portfolio, value $8,292,418.

    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 6,786 shares
    Change vs previous 13F -127 shares

    0.03% of the 13F portfolio, value $1,378,804.

    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 6,913 shares
    Change vs previous 13F -2,280 shares

    0.04% of the 13F portfolio, value $1,778,145.

    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 9,193 shares
    Change vs previous 13F +1,305 shares

    0.06% of the 13F portfolio, value $2,698,180.

    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 7,888 shares
    Change vs previous 13F +339 shares

    0.05% of the 13F portfolio, value $2,432,576.

    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 7,549 shares
    Change vs previous 13F -542 shares

    0.06% of the 13F portfolio, value $2,306,449.

    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 8,091 shares
    Change vs previous 13F -163 shares

    0.06% of the 13F portfolio, value $2,368,605.

    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 8,254 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,284,222.

    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).