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MISSION WEALTH MANAGEMENT, LP: CGMS position timeline

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

MISSION WEALTH MANAGEMENT, LP held 146,050 CGMS 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 146,050 shares
    Change vs previous 13F +6,992 shares

    0.05% of the 13F portfolio, value $3,991,535.

    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 139,058 shares
    Change vs previous 13F +6,745 shares

    0.08% of the 13F portfolio, value $3,786,547.

    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 132,313 shares
    Change vs previous 13F +58,832 shares

    0.07% of the 13F portfolio, value $3,654,489.

    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 73,481 shares
    Change vs previous 13F +3,291 shares

    0.04% of the 13F portfolio, value $2,039,097.

    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 70,190 shares
    Change vs previous 13F +15,735 shares

    0.04% of the 13F portfolio, value $1,938,647.

    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 54,455 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,486,624.

    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).