MISSION WEALTH MANAGEMENT, LP: APD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on APD, newest first. How the timeline and the estimate are built.
MISSION WEALTH MANAGEMENT, LP held 2,485 APD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 2,485 sharesChange vs previous 13F +404 shares
0.01% of the 13F portfolio, value $728,677.
13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,081 sharesChange vs previous 13F -55 shares
0.01% of the 13F portfolio, value $604,564.
13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,136 sharesChange vs previous 13F -145 shares
0.01% of the 13F portfolio, value $527,640.
13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,281 sharesChange vs previous 13F -59 shares
0.01% of the 13F portfolio, value $622,097.
13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,340 sharesChange vs previous 13F -22 shares
0.01% of the 13F portfolio, value $660,161.
13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,362 sharesChange vs previous 13F +554 shares
0.02% of the 13F portfolio, value $696,460.
13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,808 sharesChange vs previous 13F +249 shares
0.01% of the 13F portfolio, value $524,274.
13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,559 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $464,270.
13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).