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MISSION WEALTH MANAGEMENT, LP: APPF position timeline

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

MISSION WEALTH MANAGEMENT, LP held 14,067 APPF 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 14,067 shares
    Change vs previous 13F -1,740 shares

    0.03% of the 13F portfolio, value $2,255,644.

    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 15,807 shares
    Change vs previous 13F -23,300 shares

    0.05% of the 13F portfolio, value $2,494,661.

    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 39,107 shares
    Change vs previous 13F -10,094 shares

    0.19% of the 13F portfolio, value $9,098,244.

    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 49,201 shares
    Change vs previous 13F +7,042 shares

    0.28% of the 13F portfolio, value $13,562,748.

    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 42,159 shares
    Change vs previous 13F -11,280 shares

    0.21% of the 13F portfolio, value $9,708,375.

    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 53,439 shares
    Change vs previous 13F -7,400 shares

    0.29% of the 13F portfolio, value $11,751,237.

    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 60,839 shares
    Change vs previous 13F -850 shares

    0.36% of the 13F portfolio, value $15,010,199.

    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 61,689 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $14,521,591.

    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).