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MISSION WEALTH MANAGEMENT, LP: ARKK position timeline

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

MISSION WEALTH MANAGEMENT, LP held 250,838 ARKK 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 250,838 shares
    Change vs previous 13F -629 shares

    0.25% of the 13F portfolio, value $20,272,695.

    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 251,467 shares
    Change vs previous 13F -5,806 shares

    0.36% of the 13F portfolio, value $16,996,627.

    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 257,273 shares
    Change vs previous 13F -63,400 shares

    0.4% of the 13F portfolio, value $19,789,425.

    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 320,673 shares
    Change vs previous 13F -5,755 shares

    0.57% of the 13F portfolio, value $27,674,120.

    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 326,428 shares
    Change vs previous 13F +9,829 shares

    0.5% of the 13F portfolio, value $22,944,630.

    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 316,599 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $15,063,785.

    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).