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MISSION WEALTH MANAGEMENT, LP: CGCB position timeline

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

MISSION WEALTH MANAGEMENT, LP held 152,088 CGCB 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 152,088 shares
    Change vs previous 13F +8,015 shares

    0.05% of the 13F portfolio, value $3,981,671.

    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 144,073 shares
    Change vs previous 13F +7,119 shares

    0.08% of the 13F portfolio, value $3,783,351.

    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 136,954 shares
    Change vs previous 13F +67,081 shares

    0.07% of the 13F portfolio, value $3,632,025.

    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 69,873 shares
    Change vs previous 13F +5,690 shares

    0.04% of the 13F portfolio, value $1,857,218.

    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 64,183 shares
    Change vs previous 13F +1,350 shares

    0.04% of the 13F portfolio, value $1,688,006.

    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 62,833 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,651,245.

    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).