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MISSION WEALTH MANAGEMENT, LP: BNY position timeline

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

MISSION WEALTH MANAGEMENT, LP held 15,474 BNY 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 15,474 shares
    Change vs previous 13F +1,498 shares

    0.03% of the 13F portfolio, value $2,237,608.

    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 13,976 shares
    Change vs previous 13F -558 shares

    0.03% of the 13F portfolio, value $1,657,959.

    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 14,534 shares
    Change vs previous 13F -869 shares

    0.03% of the 13F portfolio, value $1,687,255.

    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 15,403 shares
    Change vs previous 13F -196 shares

    0.03% of the 13F portfolio, value $1,678,341.

    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 15,599 shares
    Change vs previous 13F +93 shares

    0.03% of the 13F portfolio, value $1,421,237.

    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 15,506 shares
    Change vs previous 13F +756 shares

    0.03% of the 13F portfolio, value $1,300,500.

    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 14,750 shares
    Change vs previous 13F -5,888 shares

    0.03% of the 13F portfolio, value $1,133,237.

    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 20,638 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,483,018.

    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).