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MISSION WEALTH MANAGEMENT, LP: CB position timeline

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

MISSION WEALTH MANAGEMENT, LP held 22,075 CB 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 22,075 shares
    Change vs previous 13F +11,119 shares

    0.09% of the 13F portfolio, value $7,521,653.

    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 10,956 shares
    Change vs previous 13F +51 shares

    0.07% of the 13F portfolio, value $3,570,857.

    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 10,905 shares
    Change vs previous 13F +200 shares

    0.07% of the 13F portfolio, value $3,403,625.

    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 10,705 shares
    Change vs previous 13F -368 shares

    0.06% of the 13F portfolio, value $3,021,476.

    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 11,073 shares
    Change vs previous 13F -177 shares

    0.07% of the 13F portfolio, value $3,208,046.

    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 11,250 shares
    Change vs previous 13F +1,939 shares

    0.09% of the 13F portfolio, value $3,397,454.

    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 9,311 shares
    Change vs previous 13F -181 shares

    0.06% of the 13F portfolio, value $2,572,496.

    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 9,492 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,737,259.

    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).