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MISSION WEALTH MANAGEMENT, LP: BBHY position timeline

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

MISSION WEALTH MANAGEMENT, LP held 120,802 BBHY 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 120,802 shares
    Change vs previous 13F +25,054 shares

    0.07% of the 13F portfolio, value $5,568,406.

    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 95,748 shares
    Change vs previous 13F -1,338 shares

    0.09% of the 13F portfolio, value $4,388,136.

    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 97,086 shares
    Change vs previous 13F +701 shares

    0.09% of the 13F portfolio, value $4,514,492.

    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 96,385 shares
    Change vs previous 13F +2,181 shares

    0.09% of the 13F portfolio, value $4,530,076.

    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 94,204 shares
    Change vs previous 13F +6,382 shares

    0.1% of the 13F portfolio, value $4,393,671.

    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 87,822 shares
    Change vs previous 13F +5,293 shares

    0.1% of the 13F portfolio, value $4,044,185.

    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 82,529 shares
    Change vs previous 13F +1,294 shares

    0.09% of the 13F portfolio, value $3,802,917.

    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 81,235 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,847,284.

    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).